Important Dates for April and May 2019
Friday, April 19th – The stock market will be closed in observance of Good Friday
Monday, May 27th – The stock market and our office will be closed in observance of Memorial Day
Updates on the Office:
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Updates on the Team:
Kris and family have entered Spring with many joys. Calvin started spring soccer and scored in his first game, a 6-1 win - Coached by Kris :) Dillon had a birthday and turned FOUR! The boys are looking forward to hunting for Easter eggs. And they're ALL looking forward to their family vacation in Florida.
Dawn and girls are enjoying the warmer days we've begun to have. Seeing green grass popping up everywhere makes them so happy! Katie, Paige and Allison are still plugging away in school while also making plans for jobs and fun over the upcoming summer months. Dawn and all four daughters are also busy trying to continue training four 7-month old puppies now that the snow has melted and the outdoors are more appealing to Ivy, Mack, Noodle and Bean. :)
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Updates on the Office:
Thinking about making a 2018 CONTRIBUTION to your IRA or Roth IRA? The deadline to do so is quickly approaching on April 15, 2019. Be sure to get your 2018 contributions in before the deadline. While I do not provide tax advice, I can work closely with your accountant to help ensure a well-rounded plan.
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Important Dates for February 2019
Monday, February 18th – The stock market and our office will be closed in observance of President's Day
Updates on the Office:
Are you turning 65 this year? If so, and are looking for a Medicare Supplement Plan, please give our office a call and Kris Lamont would be happy to help you and answer your questions. Our office offers Wellmark Blue Cross/Blue Shield Health Insurance and Medicare Supplement Insurance.
Updates on the Team:
Kris and his family are REALLY looking forward to the Kite Festival on Clear Lake becasue the boys really enjoy getting up and close to the giant kites on the ice. And with the recent cold, Calvin and Dillon have loved the numerous school cancellations as they have resulted in plenty of time to play with their new Christmas gifts. :)
Dawn and family are back in the swing of busy school and work lives. Katie is back in Iowa City for college, Paige transferred to NIACC from Iowa Western so is back to living at home (which makes this Mama very happy), and Allison is busy with high school and archery tournaments. They are all waiting IMpatiently for Spring and much warmer weather.
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Important Dates for January 2019
January 1st - The stock market and our office will be closed in observance of New Year's Day
January 21st – The stock market and our office will be closed in observance of Martin Luther King Jr. Day
Updates on the Office:
The beginning of a new year marks a GREAT time to review the health of your current financial plan. Taking the time to periodically monitor, and if necessary, alter your plans now will leave you in a better position to build financial security. Give our office a call today to set up your 2019 annual review!
Updates on the Team:
Kris and his family had a wonderful holiday season. They traveled to Chicago to spend Christmas with Emily's family, and had a great time with the boys and their cousins. They spent their last day at the Chicago Botanic Gardens to see the "Wonderland Express" - a must see over the holiday season if you have a little one who loves trains! Even though they had a fantastic time, Calivin and Dillon were ready to get home to play with their toys.
Dawn's family spent the holiday season like many people do: running around from home to home to celebrate with family and friends. It's always nice to share good times with the people dear to us, but Dawn especially enjoyed the time she got to spend at home with Lizzie, Katie, Paige and Allison. With three of the girls now engaged, the house was FULL of noise, laughter and love while sharing meals, exchanging sweet gifts and the family's favorite part: playing games!
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Important Dates for December 2018 / January 2019
December 24th- The stock market and our office will close at noon in observance of Christmas Day
December 25th- The stock market and our office will be closed in observance of Christmas Day
January 1st - The stock market and our office will be closed in observance of New Year's Day
January 21st – The stock market and our office will be closed in observance of Martin Luther King Jr. Day
Updates on the Team:
Kris had a great trip to England (Manchester and Liverpool) with his old college roommates. He also had a wonderful Thanksgiving with his family. The boys are happy to see the snow! And Emily has been excited to get the Christmas decorations out.
Dawn and daughters are greatly looking forward to the time that the Christmas season allows for them to all spend more time together since Katie and Paige will be home from college. Merry Christmas and Happy New Year to everyone!
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