Michael R. Lampert, Chartered Financial Consultant

Helping to Build Financial Security, One Client at a Time

Welcome to Michael Lampert's website. We are a full-service company experienced in retirement planning and estate conservation.

As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 310-551-3125, extension 239, or e-mail us at mlampert@prbinc.com. We will be happy to help. We look forward to talking with you.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

More Newsletters →

May 16, 2008 @ 02:43 AM

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