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.
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The Lindsey & Lindsey Difference — It’s All About You!
Helpful Content
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.