Prudent Guidance Gives You Time to Prepare For Your Financial Future

Welcome!                                                                                                                                                                                 Lampe & Son Wealth Management has a mission to be the best wealth management partner a

discriminating investor can work with in overseeing his or her financial future. 

To this end we are committed to providing superior investment management. 

Our investment philosophy is to preserve and enhance wealth over time. 

This means taking into consideration all investment risks and opportunities as well as the erosion

of inflation. 

We are proud of the risk-adjusted performance we have delivered vs. indexed benchmarks.    

Albridge Wealth Reporting allows our clients easy online access to all investments at one place.

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 For more details, go to www.albridge.com or click on the link below:

SAMPLE CLIENT REPORT

 Our Custodian Ranks #1 By Dalbar*      

     Pershing is the industry's largest global business solutions provider with approximately $715.8 billion* in assets under administration. *As of March 31, 2009        

*http://www.pershing.com/about_us/awards.html

 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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