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!
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
What can be learned from the savings rate?
Can you keep up with your children’s mobile slang?
A letter of instruction provides additional and more personal information regarding your estate.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.