Insights

Shielding Your Identity: Essential Strategies to Guard Against Identity Theft

In this blog, we'll explore essential strategies to shield your identity and minimize the risk of falling victim to identity theft in an increasingly digital world.
Read more

Winning the Game: Maximizing Name, Image, and Likeness (NIL) Opportunities for College Athletes

In the competitive world of college sports, student-athletes dedicate themselves to achieving excellence on the field or court.
Read more

Understanding Capital Gains vs. Ordinary Income: Key Considerations for Investors

When it comes to investing, understanding the tax implications of different types of income is crucial for maximizing returns and minimizing tax liabilities.
Read more

Aging in Place: Creating a Comfortable and Safe Home Environment

As we grow older, maintaining independence and staying connected to our community become increasingly important.
Read more

Retirement planning options for small business owners

In this blog, we'll explore retirement plans specifically designed for small business owners and discuss the benefits and considerations of each option.
Read more

Cultivating Winning Habits: How to Achieve Financial Success

Achieving financial success requires more than just luck; it involves developing winning habits that promote wise money management...
Read more

The Engineer’s Guide to Financial Planning: Building Wealth with Precision

Engineers are known for their analytical mindset, attention to detail, and problem-solving skills. These qualities also make...
Read more

Navigating Tax Considerations in Retirement: Strategies for Financial Success

As you transition into retirement, understanding the tax implications of your financial decisions becomes increasingly important...
Read more

Baby steps to Financial Freedom

Created by Dave Ramsey, Baby Steps are a series of financial steps designed to help individuals achieve financial stability and build wealth. Here's an overview...
Read more

15 ways to stay busy in retirement

Retirement is a significant life transition that offers the opportunity to pursue new interests, hobbies, and activities. Here are 15 things to stay busy...
Read more

Importance of Compound Interest

Compound interest is a fundamental concept in finance that plays a crucial role in wealth accumulation and long-term financial planning.
Read more

Tips to make tax time a breeze

Start Early and Stay Organized: Don't wait until the last minute to gather your tax documents. Begin organizing your financial records as soon as possible...
Read more

How to implement a “Mega Backdoor Roth Strategy”

The Mega Backdoor Roth IRA is an advanced retirement savings strategy that allows high-income individuals to...
Read more
Check the background of your financial professional on FINRA's BrokerCheck.

Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NV, NY, NC, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management.Customer Relationship Summary Form (CRS)

© 2024 Lakewood Wealth Management. All Rights Reserved. | Website Designed by Cobalt & Sapphire