Lynn Lambrecht

Advisory Perspective Series – Keli Calderon – Smart Money Academy

Financial literacy, financial comfort, financial understanding – all concepts of extreme importance. Learning about finances often comes in spurts throughout our lives, due to access and opportunity. Teaching students help kids understand the difference between earning, spending and saving, making them better money managers who’re able to budget. It also helps kids understand the value of money at an […]

Advisory Perspective Series – Keli Calderon – Smart Money Academy Read More »

The US Personal Tax Return Due Date is Coming – Are you Ready?

It’s coming – that time of year, when individual US tax returns are being submitted and prepared to file on/before 15 April, 2020. Are you ready? Organizing for tax filing efficiency involves personal choices of how you organize documentation and receipts in conjunction with preparing personal returns. Consider this – is your information easy to

The US Personal Tax Return Due Date is Coming – Are you Ready? Read More »

Heart Awareness

February is the month we celebrate Valentines Day, love and our hearts! The National Heart, Lung and Blook Institute features February as Heart Awareness Month to raise awareness about heart health. This topic is personal for me. Heart issues run deep in my family. Yes, matters of the heart involve love and loving. Sometimes loving

Heart Awareness Read More »

Planting a Seed

Planting a seed is an analogy for me to remember that results take time. After planting, variables such as water, temperature, sunlight and soil all come into play into forming the results. When we consider considering life’s “administrative” side, let’s consider reasons why this is important. It’s difficult making decisions about someone or for someone

Planting a Seed Read More »

The SECURE Act Goes Into Effect 1 January 2020

Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019. The law takes effect on Jan. 1, 2020. After stalling for months, Congress suddenly passed the bills as an attachment to budget appropriations. The SECURE Act contains 29 separate provisions, but here are five that are relevant, timely, and likely to change the

The SECURE Act Goes Into Effect 1 January 2020 Read More »

Scroll to Top