Lombard Securities of Jennings

Lombard Securities of Jennings Full-Service Brokerage and Financial Advisory Firm

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a...
08/09/2026

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a permission slip to overspend. But there are ways to spend more intentionally.

Many of the things people spend money on in the summer are not frivolous. They are often tied to family connection.

10 years before retirement is one of the most important windows for building security. From catch-up contributions to po...
08/07/2026

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Part 2 of our series looks at how to play catch up when you’re 50

Experience, established networks and financial stability are just a few of the advantages that come with starting a busi...
08/04/2026

Experience, established networks and financial stability are just a few of the advantages that come with starting a business in your golden years.

In this Learning Bites segment, Susan Reid joined us to share why older entrepreneurs are thriving and how you can start a business later in life with confidence, purpose, and vision.

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth fami...
08/01/2026

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth families think about long-term wealth transfer.

Strategies for optimal intergenerational wealth transfer may require reconsideration, given the continuation of a higher basic exclusion amount by the law known as the One Big Beautiful Bill Act.

The type of retirement account you choose can change your tax picture decades from now. Here's a quick breakdown worth b...
07/29/2026

The type of retirement account you choose can change your tax picture decades from now. Here's a quick breakdown worth bookmarking.

Pretax and Roth accounts each have a role in retirement planning.

The newsletter provides practical financial insights straight to your inbox twice a month.
07/26/2026

The newsletter provides practical financial insights straight to your inbox twice a month.

Sign up and stay tuned for this week's posts.

Good news for families saving for college: According to a recent study, 529 plans keep getting cheaper and rules have go...
07/24/2026

Good news for families saving for college: According to a recent study, 529 plans keep getting cheaper and rules have gotten more flexible.

Assets climbed to a record $550 billion, and the largest chunk is with the Big Three: Vanguard, Capital Group, and TIAA.

Your 50s are an important time for retirement prep. These five saving mistakes can cost you if you wait too long to addr...
07/21/2026

Your 50s are an important time for retirement prep. These five saving mistakes can cost you if you wait too long to address them.

Watch out — these pitfalls could derail your well-laid plans

Not all types of retirement income are taxed the same. Here's what you need to know about Social Security, 401(k)s and m...
07/18/2026

Not all types of retirement income are taxed the same. Here's what you need to know about Social Security, 401(k)s and more.

It's important to know how common sources of retirement income are taxed at the federal and state levels.

RMDs are one of those retirement details that can sneak up on you. Here's what to know before your first deadline.
07/15/2026

RMDs are one of those retirement details that can sneak up on you. Here's what to know before your first deadline.

Learn about the timing, the formula and the penalty for missing one.

Address

115 W. Nezpique Street
Jennings, LA
70546

Opening Hours

8am - 4pm

Telephone

+13378241013

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