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
-
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
-
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.