What Is The Proper Role Of A Mobile, AL Small Business Owner?

Firstly, I gotta say — we're past the midpoint of October, and, well … the calendar is speeding up. Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it'll be too late to fix problems like missing the new 20% QBI reduction, lost MERP … Read More

What Is The Proper Role Of A Mobile, AL Small Business Owner?

Richard Lindsey’s Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what's ahead. Which is a funny thing to say, because, well … for too many of our clients, we are continuously looking backwards — simply because they haven't worked with us before the year is over, and we aren't able to make … Read More

Richard Lindsey’s Key Points On How To Make Sound Financial Decisions (Part 2)

Richard Lindsey’s Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you're still not getting ahead. Well, sometimes, it's the unchallenged, mental assumptions about how we're handling our money that rise up … Read More

Richard Lindsey’s Common Financial Mistakes (Part 1)

Should Mobile, AL College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn't helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the last decade (and has), but today I … Read More

Should Mobile, AL College Students Invest In The Market Or Pay Off Student Loans Early?

Getting Your Mental State Out Of Fear And Anxiety By Richard Lindsey

I might be wrong, but I get the sense that many of my friends and clients in Mobile, AL are getting wiser about the dangers of our digital age. Because they are, indeed, quite real. There is a famous clip of an interview with NYT-bestselling author, and cultural commentator Simon Sinek that made the rounds about a year ago on … Read More

Getting Your Mental State Out Of Fear And Anxiety By Richard Lindsey

Six Steps To Debt Recovery By Richard Lindsey

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery. The slow onset of these hurricanes is a mixed bag, isn't it? We prepare for … Read More

Six Steps To Debt Recovery By Richard Lindsey

Five Steps To Help Mobile, AL Families And Individuals Prepare for Financial Emergencies

With Hurricane Florence barrelling towards the southeastern United States, I'm reminded (again) about how the unexpected can put a big dent into a well-planned life. And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of thing against which I'm always on guard on behalf of my Mobile, AL clients, family, and friends. There's … Read More

Five Steps To Help Mobile, AL Families And Individuals Prepare for Financial Emergencies

Three Key Money-Management Tips For College Students In Mobile, AL

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future. And school. School is back in session in Mobile, AL — which for some parents is something to celebrate, and others something to mourn. Or a little of both! And for the college-aged students among us, new … Read More

Three Key Money-Management Tips For College Students In Mobile, AL

Implement Richard Lindsey’s Tax Planning Strategy To Pay Less On Taxes This Year

It's true — there are certain people for whom this note doesn't apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself in our services (or at one point considered it), you are probably in the second group: those who would … Read More

Implement Richard Lindsey’s Tax Planning Strategy To Pay Less On Taxes This Year

Tax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For Mobile, AL Families And Individuals

I can't believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This summer has absolutely FLOWN by — and those of us who pay attention to politics are already tired of all … Read More

Tax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For Mobile, AL Families And Individuals