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Independent

Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations.

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Experienced

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.

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Communication

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.

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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.

Helpful Content

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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