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About Us

1118 Savannah Highway, Suite A
Charleston, SC 29407

Phone: 843-571-4470
Fax: 843-571-4471

clatto @lattoandassociates.com
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Catherine C. Latto CFP

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 PLANNER professional with over 30 years of experience helping people navigate through life's complex financial decisions.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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Market Watch

May 25, 2012 @ 04:20 AM

Dow Jones Industrials	12,529.75	+ 33.60
Nasdaq Composite	2,839.38	- 10.74
S&P 500	1,320.68	+ 1.82
10 Year Treasury Note	1.76	+ 0.04

[ Markets | Charts | Quotes | Portfolio ]

Catherine Latto is a Registered Representative with Securities offered through Transamerica Financial Advisors, Inc. (TFA), a Registered Broker/Dealer, member FINRA & SIPC. Catherine C. Latto, CFP is registered as an investment advisor in the state of SC. Non-security products and services are not offered through TFA. Latto & Associates, Inc. is not affiliated with TFA.

Catherine C. Latto is licensed to sell securities in SC, NC, TX, PA, FL, IL, CA, OR, KY . This website should not be considered a solicitation in any other state.