Understanding Today’s Financial Environment
Welcome, we're Lindsey Wealth Management, a financial organization in Vincennes, IN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How Income Taxes Work
A quick look at how federal income taxes work.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
How Medicare can address health care needs in your retirement strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.