Community responsibility has always been a goal for LMR & Associates.
Considering the spread of the COVID-19 Virus we have decided to implement the following
as of March 17, 2020
- We will continue to process and file tax returns
- We will not be accepting any new client appointments
- Clients can drop off their information in our drop box located on the west side of the building
- We will continue to be available via phone, email, LMR’s secure communication Liscio App, facebook messenger and text.
- Please leave message on voicemail and we will return your call.
- We will mail all client information or hold it for pick up once the ban has been lifted
- We can mail, email or upload your tax return to our secure Liscio App.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Do your insurance needs stay the same when the nest empties?
Purchasing homeowners insurance is critical for protecting your home.
Gaining a better understanding of municipal bonds makes more sense than ever.
Explore the growing influence women wield over the economy with this handy infographic.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.