St. Augustine Investment Mangement

Cathleen Burns, MBA, CFP®

Let us help you

 "Get Your Financial House in Order"!

"WE SIMPLIFY YOUR FINANCIAL LIFE SO YOU CAN CONCENTRATE ON YOUR PERSONAL LIFE"

Welcome to our web site, here you will find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.  

We are offering free portfolio reviews.  If your portfolio is valued at $250,000 or more and you are age 55 or older, take advantage of this offer to determine the amount of risk you are taking and the return you are earning, so you'll know if you are employing an appropriate strategy to meet your future goals and cash flow needs. 

Our Services Include:

  • Investment selection and management
  • Developing financial plans
  • Reviewing and/or purchasing insurance policies

Get a free Life Insurance quote now.

Get free Health Insurance quotes.

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

More Newsletters →