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.
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We are a team of experienced professionals, ready to help with your financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How Income Taxes Work
A quick look at how federal income taxes work.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Surprises
Making the most of surprises is a great reason to work with us.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.