Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949

How Health Care Will Crush the 80% Income Replacement Idea in Retirement

How much income does a retiree need to live a happy and healthy life? That’s a key question for financial advisors and their clients, and for many years, the answer has been between 80% and 85% of pre-retirement income. Some experts like Michael Finke, coordinator of the doctoral program in personal financial planning at Texas […]

James Lamont, Founder of Lamont Financial Services, Provides College Planning Solutions for Any Age.

Founder of Lamont Financial Services and Chartered Financial Consultant, James Lamont offers insight into a variety of college planning options that offer protection, flexibility and tax advantages. San Francisco, CA, May 7, 2015: Chartered Financial Consultant and Founder of Lamont Financial Services, James Lamont has posted a new article on his website entitled “How To […]

How To Plan and Save For Your Child’s College Education At Any Age

Planning for a child’s college education can never begin too soon. Saving for something as important and costly as college deserves attention as soon as possible. No matter when you start planning or saving for your child’s college education, with so many options available today, it makes sense to work with a dedicated financial planner […]

Latest News
October 19, 2016

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]