Money & Finance

Re-Wrote the Mortgage

QUESTION: My wife and I did something that we now realize was probably not too smart.  We rewrote the mortgage to our home 7 years ago, (it’s a 15 year mortgage) in order to take out some money.  We spent it to do some much needed renovations to the house.  We want to retire (I’m approaching 65 and my wife is 60) “ but we...Read More

Long-Term Care Insurance

QUESTION: Some people at work are buying long-term care insurance.  My husband says that the government will take care of us if we can’t afford it.  True?


QUESTION: My daughter wants to go to a private college that will cost about $30,000 a year to attend.  My husband and I have another 6 years left on our mortgage and we also have another child who will be ready for college in another 3 years.  I have this knot in my stomach when I think about retirement.  What do we do? ASK YOUR MONE...Read More

Wills Still Valid?

QUESTION: My parents are in their mid-to-late 80’s and my father is getting increasingly forgetful.  My mother says that they had their wills drawn up back when they first got married, and that was at least 50 years ago.  We have no idea where those wills are – (my father used to take care of all that stuff, but asking him now...Read More


Anna is an estate-planning attorney and works with individuals on estate planning and estate and trust settlement issues. Her decision to establish her own firm stems from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values t...Read More

Credit Card Calculators

Want to reduce your credit card debt? Do you need a debt payoff calculator?    Do you want to consolidate your credit card debt?  Credit card debt calculator Credit card minimum payment calculator Credit card balance transfer calculator What will it take to pay off your credit card? Reduce credit card debt calculator Personal de...Read More

Debt Management Calculators

What’s the real cost of your debt? What’s the fastest and cheapest way to pay down your debt? What’s the real cost of paying the minimum? Calculate the real cost of your debt Loan calculator (includes amortizaation schedule) Debt pay-down calculator: What’s the fastest and cheapest way to pay down your debts? What will ...Read More

Auto Calculators

Need a car?  Should you buy it new – or used? Is a hybrid car right for you?  Which is better – a rebate or special dealer financing? How much will that lease really cost?     Auto loan calculator (includes amortization schedule) Negative equity auto loan calculator Buy or lease your nex...Read More


Catherine Bernard, Financial Advisor, founded her practice in 1996 and has since built her client base to over 400 clients with over $12 million in assets under management across 10 states. She specializes in providing financial peace of mind for her clients.  She works with individuals and business owners to help them understand their true fi...Read More

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