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 objective 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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Calculating your potential Social Security benefit is a three-step process.
Your credit score may influence how much you pay for auto and home insurance.
When you’re married and have children, insurance needs will be different.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
How does your ideal retirement differ from reality, and what can we do to better align the two?
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.