
Jon C Mommaerts, CFP® is a charter member of the Academy of Preferred Financial Advisors.
The Academy of Preferred Financial Advisors Member is solely and indication that the Financial advisor attends training provided by the Academy of Preferred Financial Advisors (APFA). Working with an advisor that is part of The Academy of Preferred Financial Advisors (APFA) cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member of APFA will produce or achieve better results that working with an advisor not affiliated with The Academy of Preferred Financial Advisors. Advisors who participate in this program pay a fee to belong to the program.
The Financial Planning Association ® (FPA ®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals*, educators, financial services providers and students who seek advancement in a growing, dynamic profession. The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. By providing opportunities for professional development, business support, advocacy and community at the national and chapter levels, FPA is truly indispensable in the advancement of today's CERTIFIED FINANCIAL PLANNER™ professionals.
Newsletters
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Calculators
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.