Leo A Labourdette Jr, MBA, CFP

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Newsletters
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.