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.

Tax-Deferred Savings

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Illinois Highlights Credit Risk

A look at the tax advantages and credit risks associated with municipal bond investments.

Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

More Newsletters →

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