Business Exit Strategies
What's my business (really) worth?Learn More
Literacy to Legacy
Transforming individuals, families, and communities through financial literacy and stewardship.Learn More
When developed as part of a strategic plan, we help you allocate your "social capital."Learn More
BWA Advocates for "Financial Literacy" With Key Community Partners.
At Bailey Wealth Advisors, we believe that one of our biggest social and community responsibilities is to help educate our local communities about financial literacy and wealth management. We have cultivated several strategic partnerships with key financial and philanthropic organizations in order to spread awareness of "financial literacy" to different groups and sectors, in a variety of ways. Click here to learn more about the important work our community partners perform everyday.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Simple steps may help you foil hackers and protect your privacy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.