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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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
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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.
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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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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.