- Wealth Management
Lynn Schmidt and her team can provide insight and understanding to help you better define your financial objectives.Learn More
- Business Planning
At Lynco Financial & Tax Services, Inc., we can help you put the pieces of your business plan together to address your unique situation.Learn More
- Tax Strategies
No one strategy fits everyone. As an Enrolled Agent and Certified Tax Coach, Lynn Schmidt can tailor a tax strategy to suit your needs.Learn More
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
There’s a link between debt and stress.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It sounds simple, but paying yourself first can really pay off.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
At what point can you call a personal vehicle commercial?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What is your plan for health care during retirement?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?