Lindsey & Lindsey Wealth Management - Westlake Village, CA

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The Half Million Dollar Baby

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Latest Blog Post

Tax Considerations for Retirees

February 11, 2019

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are...

Putting a Price Tag on Your Health

January 11, 2019

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the face of temptation or the easy option of procrastination. For some, the monetary benefits of maintaining a healthy...

Making a Charitable Gift from Your IRA

December 17, 2018

Is your annual IRA withdrawal a bother? If you are an affluent retiree, that might be the case. The income is always nice, but the taxes that come with it? Not so much. If only you could satisfy your yearly IRA withdrawal requirement...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

© 2015 Lindsey and Lindsey Wealth Management. All Rights Reserved.

Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm.

Cooper McManus, Lindsey and Lindsey Wealth Management, and Securities America are not affiliated. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Contact

Lindsey & Lindsey Wealth Management
Office: (805) 330-3700
Toll-Free: (855) 334-0033
Fax:(805) 379-0600

4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362

[email protected]

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