Delivering Solutions to Complex Insurance Scenarios for Business Owners and Families
Welcome to my website. My associates and I believe good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to our philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, so please bookmark the page and add us to your home screen on your smartphone for convenient accessibility.
If you have any questions or want to schedule a complimentary financial check-up to discuss your specific questions, you can e-mail me at jerrychristopher@icloud.com or call 504-259-6138.
With gratitude,
Jerry
Newsletters
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?