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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When considering life insurance, it's important to understand your options.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
How long does a $20 bill last?
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.