Kathy Jabour, CFP®
Welcome to my Web site. I believe that good financial decisions don't have to be confusing.
I've created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.
This site will not only introduce you to me and Money Smart Seminars, but it will also offer a wealth of educational materials - articles, newsletters, calculators and other tools designed to keep you up-to-date on financial issues, strategies and trends. This material is updated frequently.
I hope you take advantage of this resource and visit it often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information and I wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.