Catherine C. Latto CFP® & Mark A. Thigpen

Latto and Associates, Inc. has long believed in the value of education in achieving financial independence. To that end we encourage you to take advantage of the wealth of information available on our web site. Too much information can be as useless as none if you don't know how to use it. Contact us if you are ready for a personal relationship in your financial plans.

A true financial planner can help you address a variety of financial needs, not just offer investments, insurance, and tax advice. Catherine C. Latto, President of Latto and Associates, Inc. is a CERTIFIED FINANCIAL PLANNERTM professional with over 30 years of experience helping people navigate through life's complex financial decisions.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Disaster Insurance Can Help Your Company Stay Afloat

It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

Monetary Policy Update

How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

More Newsletters →

September 20, 2018 @ 10:16 AM

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