Understanding Today's Financial Environment
Welcome to LINDSEY AND LINDSEY WEALTH MANAGEMENT. Why choose us? Experienced in all areas of financial planning to help you work towards your goals, we believe actions speak louder than words.
We don't start by telling you what we think you should do. We listen first. Then together, we develop a tailored investment strategy that fits you.
The interests of our clients comes first. Our focus on full disclosure and the highest standards of fiduciary care ensures our interests our aligned with yours. We are not swayed by financial incentives for recommending. We do only what's right for you.
Don't just take our word for it — see us in action.
The Lindsey & Lindsey Difference — It’s All About You!
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
There are things about Social Security that might surprise you.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A few strategies that may help you prepare for the cost of higher education.
Here's a breakdown of how the federal government spends your tax money.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.