Blog
Should You Set Up A Trust? 5 Questions For Mobile, AL Families
We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down...
Tax Planning Strategies For Mobile, AL Individuals and Families
As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Mobile, AL clients -- at least with those who are smart enough to take us up on it -- we PLAN for the...
Richard Lindsey’s 2017 Tax Planning Guide
The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact,...
Hurricanes, Tax Deadlines in Mobile, AL and Data Breaches
Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm...
Should Mobile, AL Parents Sacrifice Their Retirement for Their Children’s College Debt?
As Houston continues to recover from the devastation of Harvey, if you've been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards...
Preparing a Disaster Plan In Mobile, AL
All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many...
Summer Chaos, Total Eclipse and Lindsey’s Key Reminders
How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we've been experiencing as a nation. Social media remains an...
Lindsey’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad
Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...
Building a Better Personal Network In Mobile, AL
We work a great deal with asset sheets and financial numbers for our Mobile, AL clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Mobile, AL families and people we serve. But...
Why You Should Create A Tax Planning Strategy With A Mobile, AL Professional’s Help
Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that's because the lesson from it is so instructive. And I'll admit from the jump, that it's self-serving to some extent....
Training Your Heart For Good Financial Stewardship In Mobile, AL
Working with my Mobile, AL clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all...
A Basic Mid-Year Tax Planning Method for Mobile, AL Taxpayers
Well, we are right in the thick of summer. It's hot. It's also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you're probably averting your eyes from the national...