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, July 10, 2015- The American Financial Education Alliance, a national advocate for greater financial literacy, announced today that its Board of Directors unanimously voted to name James Lamont as the new Chapter President of AFEA’s Novato, CA Chapter. Bringing 30 years of experience to the Chapter, James is excited to use AFEA as […]

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 […]

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 […]