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!
Helpful Content
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.