This Month with Lamont Financial Group

Important Dates May 2018:

Monday, May 28th Our office and the stock market will be closed in observance of Memorial Day

 

Updates on the Office:

May Is Disability Insurance Awareness Month: When you think about insurance, you probably think about protecting your home, automobiles and life. But what about protecting your ability to earn income should you experience some sort of disability? How would you continue to pay for regular living expenses and medical care should that happen? To find out more about Disability Insurance, give our office a call at 641-424-9899!
 

Updates on the Team:

Both of Kris and Emily's boys enjoyed their first time on an airplane in April and collected a lot of sea shells while on vacation.  The family had a great time!  Kris is also happy to have gotten through another tax season.

Dawn and family are busy preparing for daughter, Paige, to graduate from GHV High School and then turn 18 - both in a couple of weeks.

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Important Dates April 2018:

Wednesday, April 17th – DEADLINE FOR MAKING 2017 CONTRIBUTIONS TO IRA and ROTH IRA accounts (See note below!)

 

Updates on the Office:

Image result for gif image of calendar2017 Roth & IRA Contributions: Still thinking about making a 2017 Contribution to your IRA or Roth IRA account?  The April 17, 2018 deadline for doing so is ALMOST HERE! (This is still the deadline even if you have a tax-filing extension.) Be sure to get your 2017 contribution in well before the deadline for it to be accounted for accordingly. **While I do not provide tax advice, I can work closely with your accountant to help ensure a well-rounded plan.

 

Updates on the Team:

It's an exciting month for the Lamonts!  Youngest son, Dillon, just enjoyed his 3rd birthday with a family celebration during a hefty, unseasonable snowstorm. And both boys (Calvin is 5) will be experiencing their very first time on an airplane this month as well.

Dawn's daughter, Paige, will be graduating from Garner-Hayfield-Ventura high school AND turning 18 in May, so they are busy planning festivities to celebrate both milestones. Time is STILL flying!

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Important Dates March 2018:

Sunday, March 11th – Daylight Savings Time Begins!  *Turn clocks ahead 1 hour before bed the night before.

Friday, March 30th – Our office and the stock market will be closed in observance of Good Friday

 

Updates on the Office:

2017 Image result for gif image of calendarRoth & IRA Contributions: The April 17, 2018 deadline for making 2017 contributions to your IRA or Roth IRA is quickly approaching! (This is still the deadline even if you have a tax-filing extension.) Be sure to get your 2017 contribution in well before the deadline for it to be accounted for accordingly. **While I do not provide tax advice, I can work closely with your accountant to help ensure a well-rounded plan.

Updates on the Team:

Kris and family are happily awaiting Spring as the snow keeps trying to melt away.  Calvin, who's in Pre-K, is already reading at a 2nd grade level, while Dillon, whose 3rd birthday is in April, is making great strides with alphabet recognition himself. Kris and Emily are so proud of the boys and are really enjoying watching the development of their minds and personalities.

Dawn can't believe she's been at Lamont Financial Group for 8 months already! "Time flies when you're having fun!"  She and family are anxious to see Spring arrive as well. March brings Dawn's daughter, Katie, home from the Univ of Iowa for spring break, as well as spring break for her two high schoolers, Paige and Allison. In March, Dawn also looks forward to a school Variety Show directed by Paige, the start of golf for Paige, the start of soccer for Allison, and a visit from Canadian friends.

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Important Dates February 2018:

Monday, February 19th – Our office and the stock market will be closed in observance of Presidents' Day

Updates on the Office:

Are you turning 65 this year? If you are turning 65 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.

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Important Dates December 2017 / January 2018:

December 25th – Our office and the stock market will be closed in observance of Christmas Day

January 1st – Our office and the stock market will be closed in observance of New Year's Day

January 15th – Our office and the stock market will be closed in observance of Martin Luther King Jr. Day


Updates on the Office:

The ending of one year and beginning of a new one is 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 at 641-424-9899 to set up your annual review!

Updates on the Team:

Kris and Dawn wish to extend a very Merry Christmas and Happy New Year to all clients, family and friends.  Thank you to all clients for your trusted business in 2017 - we look forward to continuing to assist you with your financial investment goals and needs in 2018.

Kris - with his wife, Emily, and sons, Calvin and Dillon, as well as Dawn - with husband, Keith, and daughters, Lizzie, Katie, Paige and Allison - have both been enjoying getting to spend some extra time with their family and friends this wonderful holiday season.

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Important Dates November 2017:

November 23rd - Our office and the stock market will be closed in observance of Thanksgiving Day

November 24th – Our office will be closed and the stock market will close at noon in observance of the holiday weekend

Updates on the Office:

Do you think Medicare or Medicaid will pay for your long-term care? What you don't know could surprise you! Give our office a call today to schedule an appointment with Kris and he can help answer your questions about Long-Term Care Insurance.

If you require in-home or nursing home care when you get older, how do you intend to pay for those expenses? Give our office a call today at 641-424-9899 to find out if Long-Term Care Insurance is right for you!

Updates on the Team:

Kris and his family wrapped up the summer and entered the fall with several visits from family who came from near and far. They've been enjoying Calvin's Pre-K adventures in school, as well as the fast, growing changes of their two year old son, Dillon. Most recently, they had great fun taking the boys to a local pumpkin patch to pick out pumpkins for Halloween.

Dawn has enjoyed meeting more clients as they've called or stopped in. In October, she traveled to Omaha for an annual training conference - what a wonderful learning experience that was! Outside of work, she's been relishing in the amazing Autumn weather, attending her daughters' many school events, and getting excited about Thanksgiving approaching (her favorite holiday!).

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Important Dates September 2017:

Updates on the Office:

Many people wonder how much Life Insurance is needed to produce a sufficient income stream for their family. Check out the Life Insurance Calculator on our website http://www.lamontfinancialgroup.com/learning_center/calculators/life_insurance and see just how much life insurance you will need.

Updates on the Team:

Kris and Emily's oldest son, Calvin, turned 5 and started Pre-K at the end of August! He and his family enjoyed the Iowa State Fair, Botanical Gardens and Science Center down in Des Moines in August as well.

Crystal and Matt welcomed their baby girl a bit ahead of schedule on August 1st!  Crystal has decided to stay at home with Olivia, so will not be returning to the office. She will sincerely miss working with our great clients.

Dawn is still enjoying getting to know our clients while continuing to learn the ins and outs of being a Client Service Specialist. In August, she left her daughter, Katie, down in Iowa City for a 2nd year at the University of Iowa. And now that school has begun, she's enjoying attending her other daughters' fall sports events: Allison plays volleyball and Paige cheers for football.

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Important Dates August 2017:

Updates on the Office:

As college costs skyrocket, saving for both college and retirement can seem more challenging than ever. However, with some careful planning, it is possible to take the sting out of college costs and save more for retirement. Kris Lamont can help you strategize to fund both college and retirement savings.

Updates on the Team:

Kris and Emily's oldest son, Calvin, is excited to be turning 5 this month! The whole family is also enjoying time out on the lake in the beautiful weather!

Crystal and Matt are excited for the arrival of their baby girl later this month!

Dawn is excited to have joined the LFG team. She's enjoying getting to know some of our clients and training with Crystal. If you haven't had a chance to speak with her yet, give us a call or stop in to say hi!