Blog
How Mobile Taxpayers Can Check Their Social Security Statement and Status
Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Mobile families and small business owners (as well as plenty outside of our Mobile area), I'm hearing from many who are deeply struggling ... and who also find that...
Lindsey & Waldo’s Guide to The Tax Benefits of Marriage (& Drawbacks)
Memorial Day always seems to be the mark of the start of summer: school’s out, Mobile pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange that...
Multilevel Marketing Tips for Mobile First-Timers
Summer break. For Mobile school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what to...
Richard Lindsey’s Case for Umbrella Insurance
So, this is the time of year when IRS notices start pouring into Mobile mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading water”...
Buy Now Pay Later Pitfalls Mobile Shoppers Should Beware
Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...
When Amending a Tax Return Is Right for Mobile Taxpayers
Here we are in May. The tax deadline is in the rearview … and we’re still here for our Mobile friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...
Why Disability Insurance Matters – Richard Lindsey’s Take
Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Mobile taxpayers like you can take now to help lower...
How Mobile Taxpayers Can Wisely Spend A Tax Refund
By the time you read this, the tax deadline will have just passed and our Mobile tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Lindsey & Waldo, and not just because of tax...
How Mobile Retirees Can Stretch That Retirement Fund
You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...
House Hacking Guide for Mobile Homeowners
There’s a lot going on out there right now as the visible signs of spring begin to emerge. While the birds sing with the morning sun and longer hours of sunshine brighten everyone’s outlook – the whistle of mortar shells continues to echo throughout Ukraine and the...
Richard Lindsey’s Perspective on Tax Filing Extensions
Today’s issue we’re diving into tax filing extensions… and Mobile people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and you...
NFT Tax Implications for Mobile Investors
While many things are dividing the world right now, it’s good to know people can still unite around shared interests… like college basketball. According to an American Gaming Association (AGA) survey, something like 45 million people planned to wager $3.1...