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!
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here's a breakdown of how the federal government spends your tax money.
Tax preparation may be the perfect time to give the household budget a check-up.
How to help determine life insurance needs to provide for your family after you pass away.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you explored all of your choices when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.