Lindsey’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to "life" in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we're going to focus on that second item and how life … Read More

Lindsey’s Rules of Thumb for Life Insurance

Total Cost of College for Mobile, AL Folks

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation. Paying for college. (Yes, that was sarcasm.) So much ink (and an abundance of pixels) has been spilled over the past decade about rising tuition costs, that sometimes parents overlook the fact … Read More

Total Cost of College for Mobile, AL Folks

Thinking Through Real Estate Investments In Mobile, AL

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Mobile, AL clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of … Read More

Thinking Through Real Estate Investments In Mobile, AL

Lindsey & Waldo, LLC’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Mobile, AL area. So much so, that it's time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only "magic" we can do on a tax … Read More

Lindsey & Waldo, LLC’s Guide to Estate Planning for Digital Assets

Richard Lindsey’s Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I'd love to see my Mobile, AL clients be wise about how they are approaching their savings and … Read More

Richard Lindsey’s Four Common Investment Mistakes

How Mobile, AL Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that unpredictability sometimes leads to loss of life and communities. If you've turned on the news anytime … Read More

How Mobile, AL Residents Can Donate for Dorian Relief

Five Productivity Tips for Mobile, AL Busy Bodies

With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy transition (as it is for many), though I do know … Read More

Five Productivity Tips for Mobile, AL Busy Bodies

Estate Planning For Mobile, AL Singles

Many of our Mobile, AL clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don't skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I'm not here to toot that horn again today. But there is actually more … Read More

Estate Planning For Mobile, AL Singles

Three New Tax Implications for Buying or Selling a House in the Mobile, AL Area

Sometimes real estate is more art than science. Because every homebuyer's situation is nuanced from home to realtor to geographic location, there's no cut-and-dried way to go about it, and that's whether you're investing, moving or selling. But there are a few things you should know about — whether you're a long-time homeowner or just beginning your search. Because buying a … Read More

Three New Tax Implications for Buying or Selling a House in the Mobile, AL Area

A Powerful Example of Tax Planning For Mobile, AL Families And Individuals

It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax situation until the winter or early spring. But if you can take … Read More

A Powerful Example of Tax Planning For Mobile, AL Families And Individuals