Steven Lamb

Strategy Consultant for Industry Leading Financial Planning Firms

[Steven Lamb @Steven_D_Lamb]

What are the odds this 10 day Mooch thing was just a tax play? https://t.co/huycCEcefm

[Steven Lamb @Steven_D_Lamb]

Anyone know of software that helps determine optimal salary level for s-corp business owner that considers age/new comp 401(k) plan?

[Steven Lamb @Steven_D_Lamb]

Some colleges help their students graduate on time without much debt, and then there are all the others. https://t.co/MDtZxcxK6f

[Steven Lamb @Steven_D_Lamb]

Factoring in student loan forgiveness as part of your job offer? Read the fine print. https://t.co/LBRbHlPYI0

[Steven Lamb @Steven_D_Lamb]

Remember when 44% of kids made mistakes on the FAFSA. I guess the Dept. of Ed. thought it was greater that way. https://t.co/85YizxnUbv

[Steven Lamb @Steven_D_Lamb]

People expect to retire at age of 65, but most report they retired at 62. Hope for the best, plan for reality. https://t.co/yQlxlkE9tc

[Steven Lamb @Steven_D_Lamb]

In nearly every situation, Roth IRAs offer superior wealth accumulation vs. a Traditional IRA. https://t.co/Mo4y5TIRdB

[Steven Lamb @Steven_D_Lamb]

Money worries: when you're young, student loans keep you up at night. When you're older, it's health care expenses. https://t.co/aCqQNuuIr7

[Steven Lamb @Steven_D_Lamb]

An advisor’s most valuable skill: keep clients with their fin. plan and avoid irrational decisions. ~Value 2% / Yr. https://t.co/O2elOi0cP4

[Steven Lamb @Steven_D_Lamb]

Just bought a home and hired home inspection through Amazon Home Services. Thanks @ritholtz! Never would have thought to look without you.

[Steven Lamb @Steven_D_Lamb]

Women are less likely to use an employer sponsored plan, and start saving 2 years later than men. @Transamerica https://t.co/00mIRCsI1D .

[Steven Lamb @Steven_D_Lamb]

In 2008, 53% of the population saved 5% or more of their income. That has steadily decreased to 48% in 2017. https://t.co/jrSWuhAqWP

[Steven Lamb @Steven_D_Lamb]

Current rules "reward individuals who need no incentive to save and punishes those who can’t." via @PlanAdvisorySvc https://t.co/6nDfWUm3Cq

[Steven Lamb @Steven_D_Lamb]

20% of savers think they are prepared, because they do not recognize that their 401(k) savings are inadequate. https://t.co/onmshBAZBs

[Steven Lamb @Steven_D_Lamb]

Arithmetic vs. geometric means. Make sure you know which your FP software uses. https://t.co/PfL988a8fQ

[Steven Lamb @Steven_D_Lamb]

What would a US economic dashboard look like? https://t.co/h1yNvPH2Ck

[Steven Lamb @Steven_D_Lamb]

Only 37% of individual stocks outperform their benchmark. https://t.co/S8lODx23cI

[Steven Lamb @Steven_D_Lamb]

The history of money. https://t.co/Ewn9VmSqzo

[Steven Lamb @Steven_D_Lamb]

A border tax isn't just a bad policy, it's also a regressive tax on lower income households. https://t.co/W5S7L11Juy

[Steven Lamb @Steven_D_Lamb]

The top 20% of firms that made the biggest improvements in carbon emissions outperformed the bottom 20% by about 10% https://t.co/kgvqYRXvMZ