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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cash Flow Analysis

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

More Calculators →

HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding

Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.

Choosing and Using a College Checking Account

Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

Bonds Can Offer Stability Even with Rising Rates

Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

More Newsletters →

May 23, 2019 @ 12:36 PM

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Check the background of this financial professional on FINRA's BrokerCheck