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  • Wealth ManagementWealth Management

    Lynn Schmidt and her team can provide insight and understanding to help you better define your financial objectives.

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    At Lynco Financial & Tax Services, Inc., we can help you put the pieces of your business plan together to address your unique situation.

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Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Budgeting After a Divorce

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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.

Rightsizing for Retirement

What does your home really cost?

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