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
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
-
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Lease Payment
How much would your monthly lease payment be?