Patrick B. Lough, CFS, CLTC, ChFC

Charter Financial Planning

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IRA Eligibility

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Clarifying Tax Deductions for Meals and Entertainment

Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

ABLE Accounts for Disability Expenses

Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.

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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