Broker Check

LMR & Associates, PLLC

LMR Advisors, LLC

 

Phone » 734.266.8120

Fax » 734.266.8129

Financial Planning Tax Prep Business Accounting Accounting

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.

 

 

Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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