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An Alliance Built on Trust

Lambert Lanza, CPAs, P.A. is a prominent firm located in the Panhandle of Northwest Florida. By combining experience, energy and the passion of our staff, each client receives close personal and professional attention. Our firm takes pride in assisting business and individual clients identify and achieve their goals.

Our professionals have years of experience in Tax, Accounting, Audit, and Financial Services. We can help you with your needs of today and for many years to come. We look forward to working with you. Please call (850) 484-2900.

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Does Your Portfolio Fit Your Retirement Lifestyle?

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Lifestyle considerations in creating your retirement portfolio.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Your credit score may influence how much you pay for auto and home insurance.

A Taxing Story: Capital Gains and Losses

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Purchasing homeowners insurance is critical for protecting your home.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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

Self-Employed Retirement Plans

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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