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 Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

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

Life Insurance

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

More Calculators →

Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

New Tax Breaks for Pass-Through Entities

The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

More Newsletters →

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,058.12 - 0.03
Nasdaq Composite 7,820.20 - 0.07

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