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!
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that are important to keep in mind.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you find it hard to attain personal life goals, there’s an app for that!
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Read this overview to learn how financial advisors are compensated.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When do you need a will? The answer is easy: Right Now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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.
$1 million in a diversified portfolio could help finance part of your retirement.