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!
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.
If you find it hard to attain personal life goals, there’s an app for that!
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Six overlooked tax deductions to help manage your tax bill.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.
Smart investors take the time to separate emotion from fact.