Patrick B. Lough, CFS, CLTC, ChFC

Charter Financial Planning

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Treasury Yields Off 17-Year Highs

While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.

Breaking Down the Numbers: The Soaring U.S. National Debt

As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.

HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?

The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.

Playing Fair: New Consumer Protections for Airline Passengers

Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck