Kora, Grezaffi & Associates is a Baton Rouge based financial consulting firm specializing in the protection, accumulation, and distribution of portfolio assets.

Whether your top priority is "safety of principal", "rate of return" or "a reliable retirement income stream", we have the expertise to help you.  We understand that your financial situation is unique, therefore we develop customized solutions individually structured for you.  Your personal risk profile and time horizon will be matched with the appropriate tools to give you "peace of mind" regarding your financial future. 

For those clients with more complex needs, our team offers  services in the areas of tax planning, estate planning, and business planning.  Our goal is to  provide customized solutions to the complicated financial issues that face you, your family, and your business.

Our site is here to help educate you about the basic concepts of retirement planning and sound financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our articles and newsletters, and we wouldn’t want you to miss any developments in the area of personal finance.   
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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