Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations.Learn More
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
Our objective is to provide you with clarity in our communication in a very complicated and evolving market environment so that you have the confidence in your future as we guide you along the path towards financial success.Learn More
Lakeside Wealth Management
Lakeside Wealth Management creates custom financial strategies for individual investors, affluent families, foundations, and business owners by focusing on their unique needs and putting the best interests first. Our clients trust us to provide unbiased recommendations and independent, professional guidance that is aligned with their unique personal and financial goals.
You can count on us to take great care to discover your needs and offer you guidance and ongoing support, especially in times of economic instability. As the financial markets or your personal circumstances change, we help ensure your plan remains in line with your goals.
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One way to find money is to examine your current spending habits and eliminate money wasters.
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Five creative (and inexpensive) ideas for motivating your employees.
How Income Taxes Work
A quick look at how federal income taxes work.
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Lifestyle considerations in creating your retirement portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
A few strategies that may help you prepare for the cost of higher education.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
Are Real Estate Investment Trusts right for your portfolio?
There are three things to consider before dipping into retirement savings to pay for college.