Lindsley Team

Getting married is a significant life transition. Lifestyle, time commitments, and long-term priorities can all shift when you tie the knot. And the same is true for finances—especially how you approach taxes. There are many tax advantages of marriage. Here are some of the top points our Roundtable™ team speaks to clients about when they decide to get married.

You work hard to accumulate wealth, and you want to pass as much of it as possible along to your heirs and beneficiaries. But due to the size of your estate, you're on the hook to pay a hefty sum in estate and gift taxes.

Got a financial windfall? Discover smart ways to use extra cash—from paying off debt and building an emergency fund to investing for the future or even investing in yourself.

Turn tax season into a strategic financial check-in—understand laws, reduce burden, organize docs, and use refunds to fuel long-term goals.

Choosing between a Traditional and Roth IRA? Learn the key differences in tax treatment, contribution rules, and long-term benefits to help you plan for a more secure retirement.