Strategies
At Lamkin Wealth Management, we seek to preserve your capital through active management. Learn more about our strategies here.
Services
Lamkin Wealth Management specializes in wealth planning, trust services, estate planning, risk management planning, small business planning, women’s wealth, and more! Check out our Service Page for more details.
Client Resources
Check out our Weekly Commentary here. Are you a Client? Log into your Account View here.
Trusted Financial Advisory and Wealth Management Services
We understand that your life will change and the financial markets will shift over time, so we make it a point to maintain regular contact with you. This allows us to proactively recommend adjustments to reflect changes taking place in your life or the markets, helping ensure that your financial blueprint remains in line with the financial future you envision. Depending on your needs and preferences, you'll enjoy a monthly or quarterly call, as well as an annual plan update, plus an account review, a tax review and a beneficiary and will update. In short, we stay on top of every aspect of your financial plan on an ongoing basis.
Our thoughtful, client-centric approach sets us apart. At Lamkin Wealth Management we specialize in working with you to develop and manage a financial plan and investment strategy tailored to your lifestyle goals and objectives. We focus on guiding you through the various financial stages in your life, taking the time to listen to you to understand your unique needs and goals, and helping to craft your personal financial blueprint.
Helpful Content
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Rightsizing for Retirement
What does your home really cost?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.