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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Important Dates in November 2018
November 12th- Our office will be closed in observance of Veteran's Day
November 22nd - Our office and the stock market will be closed in observance of Thanksgiving Day
November 23rd – Our office 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 have welcomed the arrival of the autumn season - from enjoying the pretty colors brought to us each year, to visiting a local pumpkin patch for the boys' Halloween pumpkins. Calvin dressed as a magician while Dillon was Mickey Mouse for Halloween this year.
Dawn really enjoyed travelling to Omaha in October or an annual training event. It was a fantastic learning experience that not only helped to improve her knowledge of the industry, but also gave her a chance to meet many others from around the nation who all do the same job. And with Omaha being a hop, skip and jump away from Council Bluffs, Dawn took the opportunity to visit daughter, Paige, at Iowa Western when the conference was over.
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Updates on the Office:
Autumn is a busy season as Kris and Dawn travel around North Iowa meeting with various companies whose retirement plans are run through the LFG office. All clients' needs are very important to us though, so if you call during one of the days that we're out, please be sure to leave a message so that we can get back to you as soon as we're able.
Updates on the Team:
Kris and Emily saw summer come to a close with Calvin beginning Kindergarten and Dillon starting 3-year old pre-school. They still managed to have a couple of end of summer adventures though, such as traveling to Chicago for a family wedding, and riding Thomas the Train in Boone, Iowa. (Kris highly recommends visiting Thomas for anyone who has small children/grandchildren!)
Dawn's been adjusting to a much quieter home life with only one baby bird still in the nest: high school sophomore, Allison. Dawn will soon attend Assistant University in Omaha to sharpen her skills as a Client Service Specialist, so is looking forward to that.
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Upcoming Important Dates in August and September 2018:
Monday, Sept. 3rd – Our office and the stock market will be closed in observance of Labor Day.
Updates on the Office:
August and September are "back to school" months. Whether your child will just be starting pre-school or stepping foot onto a college campus, contact us for questions on how you can plan for or assist with your child's higher education. Call us today at 641-424-9899!
Updates on the Team:
July was a busy month for the Lamonts, as August will continue to be! Calvin finished his 2nd season of tee-ball. Calvin and Dillon both "graduated" from British Soccer Camp (they actually got certificates!). They're in love with mini-golf now: Calvin made a hole-in-one and thinks he deserves a trophy. Swimming lessons for the rest of the summer and a bit of vacation time. And then school will be right around the corner!
After a whirlwind summer, Dawn's pace is about to slow down and house about to get a whole lot emptier as Katie and Paige head off to college: Katie returning to the University of Iowa in Iowa City as a junior, and Paige beginning her journey as a freshman at Iowa Western in Council Bluffs. Allison will begin her sophomore year at GHV, starting off with a calendar already jam-packed with volleyball activities. All three girls were lifeguards at the Garner Aquatic Center this summer, so Dawn's a bit used to not seeing them all as much, but it's still going to be a BIG change! Dawn's oldest daughter, Lizzie, got engaged this summer and is busy making wedding plans in between photo shoots and furthering her photography training.
