Mark Lamprecht, Financial Advisor

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Mark Lamprecht, Financial Advisor I help people plan, save, and invest for
retirement and life's transitions. Have you ever wondered:
- "Do I have enough to retire? Do you have these concerns?

How much do I need?"
- "Am I properly invested for my situation?"
- "What are my retirement withdrawal options?"
- "Can I retire comfortably? How?"

When you retire, all of your financial planning boils down to one basic question: Will your money last longer than you, or will you live longer than your money? Visit the following link to get an idea whether you're on track to meet your financial goals. https://connect.emaplan.com/66s

11/01/2026

The unlimited marital deduction allows you to pass an unlimited amount of property to your spouse free from federal gift and estate tax. Bypass planning is designed to both minimize federal estate taxes for married individuals and allow the surviving spouse to benefit from the family's wealth during...

10/31/2026

If you're an educator, consider paying attention to particular financial issues that may affect you.

10/30/2026

Are alternative investments an option for you?

10/29/2026

There are a number of family trusts that estate planners generally no longer use, either because they have lost certain tax benefits or because they are simply no longer a favored method of gifting. These trusts include the Clifford trust, the pot trust, and the Crown trust.

10/28/2026

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

10/27/2026

The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.

10/26/2026

A Crummey power is a provision in a trust that permits specified trust beneficiaries to withdraw gifts

10/25/2026

In addition to selling your business outright or gifting your business to your heirs, there are other strategies and options that you can use to transfer your business to your heirs. These options include transferring your business into a grantor retained trust, selling your business through an inst...

10/24/2026

Here are some ways you can repair your poor credit.

10/23/2026

Retirement planning isn't an exact science, but you can plan on needing a significant percentage of your current annual income in your retirement years. You'll want to identify your expenses and also account for inflation. You'll have to consider your life expectancy in determining whether your inco

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2820 Lassiter Road, Suite A200
Marietta, GA
30062

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