Mark Lamprecht, Financial Advisor

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Mark Lamprecht, Financial Advisor I help people plan, save, and invest for
retirement and life's transitions. Have you ever wondered:
- "Do I have enough to retire? Do you have these concerns?

How much do I need?"
- "Am I properly invested for my situation?"
- "What are my retirement withdrawal options?"
- "Can I retire comfortably? How?"

When you retire, all of your financial planning boils down to one basic question: Will your money last longer than you, or will you live longer than your money? Visit the following link to get an idea whether you're on track to meet your financial goals. https://connect.emaplan.com/66s

10/15/2026

The Securities and Exchange Commission (SEC) proposed regulatory changes that would offer public companies the option to report their earnings semiannually instead of four times a year.

10/14/2026

Previous legislation created and occasionally modified and extended two personal nonrefundable tax credits for home improvements that save energy; the nonbusiness energy property credit and the residential energy-efficient property credit. The Inflation Reduction Act of 2022 has replaced those credi...

10/13/2026

After a divorce, it's important to take a fresh look at your finances.

10/12/2026

Valuation is any method used to assign a dollar value on property or business interests for federal gift and estate tax and federal generation-skipping transfer (GST) tax (together referred to here as estate taxes) purposes. Knowing the value of your property may help you estimate and plan to reduce...

10/11/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

10/10/2026

Community property laws establish a set pattern of property ownership for married couples. To date, community property laws are effective in 10 states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin have mandatory systems while Alaska has an optional syst...

10/09/2026

During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. As you approach retirement, you'll need to consider how to convert those savings into an ongoing income stream that will provide....

10/08/2026

Gifting can be a powerful estate planning tool, allowing you to transfer your wealth to others during your lifetime. Lifetime gifts have many advantages over gifts you might leave in your will (these are called bequests, legacies, or devises). You might find making lifetime gifts desirable for nonta...

10/07/2026

If you have more income than you need and are searching for ways to minimize your taxes, you might consider gifting unneeded income-producing assets to relatives in lower tax brackets. This strategy usually lowers overall taxes and can remove some interest, dividends, and capital gains from your por...

Despite prices rising ~30% over the past six years and consumers feeling uneasy about the economy, spending has continue...
10/07/2026

Despite prices rising ~30% over the past six years and consumers feeling uneasy about the economy, spending has continued to outpace inflation. And with unemployment at just 4.1%, the U.S. consumer remains in relatively good shape.

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2820 Lassiter Road, Suite A200
Marietta, GA
30062

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