This Month with Lamont Financial Group

IMPORTANT DATES FOR MARCH / APRIL 2020:

  • Sunday, March 8th, 2:00 a.m. – Daylight Savings Time Begins! *Turn clocks ahead 1 hour before bed the night before.*

  • Friday, April 10th – Our office and the stock market will be closed in observance of Good Friday

  • Wednesday, April 15th – 2019 Tax Deadline

 

UPDATES ON THE OFFICE:

2019 Roth & IRA Contributions: The April 15, 2020 deadline for making 2019 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 2019 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 Emily recently took the boys to their first ever Hawkeye game in Iowa City. They were able to get courtside to meet some members of the men's basketball team, and the Hawks won, so they really enjoyed themselves.  The boys both participated in indoor soccer this winter, and even though they enjoyed it, are eager to play outside again.  Kris and Emily are looking forwards to their annual family vacation in Florida.

...Dawn had a friend from Canada visit in February and attended the Color of the Wind Kite Festival in Clear Lake for the first time ever. It was a great winter day for the festivities, and they were very impressed by all of the sizes, designs and COLORS of kites, which reminded them a lot of the Macy's Day Parade balloons on Thanksgiving.

...Ivy has been learning A LOT, and not only passed her SIE exam in January, but also passed her Series 7 exam on February 28th as well!  When not studying, she likes to attend band concerts around the country, already having gone to SIX since the start of 2020, with three more to see in upcoming weeks.

 

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Important Dates for February 2020:

  • Monday, February 17th – 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 so, and you're looking for a Medicare Supplement Plan, please give our office a call at 641-424-9899. 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:

We are excited to welcome Ivy Pruisman to the LFG team.  Pruisman grew up in Clear Lake, IA and is a recent graduate of the University of Northern Iowa where she double majored in Financial Management and Real Estate.  She recently started the process of becoming a licensed Financial Advisor with the long-term goal of becoming a CERTIFIED FINANCIAL PLANNER™. 

When she's not studying for her upcoming exams, Ivy will be working alongside Kris and Dawn assisting with existing LFG clients.  Once she becomes fully licensed, she will also start building her own book of business.  She has the “client first” mentality that is so important to our team and clients.  And it will be a huge benefit to have three people that can help with any issues or needs you may have.