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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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
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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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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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.