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Bailey Wealth Advisors - Silver Springs, MD

8403 Colesville Rd. Suite 845, Silver Springs, MD 20910

 

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world, concepts from the financial industry, or information about important changes, you can read about it here. And once in a while, we may throw in other surprises. So keep checking in. We’re glad to have you reading along.

 

Wednesday, November 1, 2017

November is Long-Term Care Awareness Month The month of November is officially designated as the National Long-Term Care Awareness Month, to help spread awareness for the type of care needed by individuals who have a chronic illness or...

 

Tuesday, October 17, 2017

Did you know... Historically, many people don't think about taxes until they're facing the April 15th deadline. But by then, it's too late to do any productive planning. One of the best ways to save on income taxes is to max out your...

 

Wednesday, August 23, 2017

August 14, 2017 WASHINGTON (Reuters) – The White House plans to release a brief document in early- to mid-September outlining a framework for overhauling the U.S. tax code, according to three sources familiar with the matter. In...

 

Saturday, July 22, 2017

CNBC's Kate Rogers takes a look at the top issues for small businesses in the CNBC Small Business Survey, with 25 percent of owners saying they consider taxes most critical.

 

Friday, July 21, 2017

Over the years, I have witnessed a lot in the financial markets. The world has seen the painful declines of the Great Recession and more recently, one of the most dramatic and sustained recoveries in market history. All along, there...

 

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Wednesday, June 14, 2017

It is pretty well accepted that we all need a physical checkup at least once a year. Of course, If you have preexisting conditions, your doctor may want to see you more often. Why? Because our health is never stagnant. Our body is a...

 

Monday, May 1, 2017

This week is National Small Business Week. April 30- May 6, 2017 Since 1963, the President of the United States has issued a proclamation announcing National Small Business Week, which recognizes the critical contributions of...

 

Thursday, April 13, 2017

Planning a strong and reliable financial future is complicated for anyone. A broad knowledge of everything from complex investment products to elaborate tax laws is required. It is even more complicated for families and business owners...

 

Tuesday, February 14, 2017

Literacy To Legacy is not an "alternative fact". It's a real correlation between your financial understandings and your ability to sustain wealth.

 

Friday, January 27, 2017

4th Qtr 2016 Client Letter CBS News recently dubbed 2016 as “The Year of Surprises” , but was that really the case? A 5% decline in the S&P 500 occurs, on average, about every five months.

 

Tuesday, January 10, 2017

With the end of a year comes the perfect time to reflect, tweak, and improve in the New Year. As we embark on 2017 and you begin to carry out some of your New Year's resolutions, let us remind you not to forget about your...

 

Friday, September 30, 2016

THE TRUTH ABOUT AGING STINGS....(but it doesn't have too.) The growth, integration and protection of your financial assets are the key objectives for most Americans. Essential to your asset protection plan is the consideration of the...

 

Friday, July 1, 2016

After weeks of speculation and debate over the so-called “Brexit”, British citizens voted to withdraw from the European Union. As is often the case when it comes to an ominous headline, media outlets are abuzz with...

 

Friday, June 10, 2016

On Tuesday, June 7, 2016, It was the “Round 2” segment of The Carl Nelson Show (19:48 start), Washington DC’s renown news and public affairs broadcast, that Eric Bailey, Bailey Wealth Advisors Founder and Certified...

 

Friday, March 18, 2016

The recent changes to Social Security due to the Bipartisan Act of 2015, in combination with a shrinking SSA workforce and an increasing filing demand to meet the 4/30/16 deadline have resulted in confusion for some clients when filing.

 

Tuesday, February 9, 2016

Giving your Roth or RMD Charitable planning and philanthropy can play a key role in reducing your tax burden

 

Monday, January 11, 2016

So far, 2016 has experienced a volatile start. The weakness in the Chinese markets has returned. Oil and other commodities have continued to weaken. Other challenges remain. The Fed has not made clear its intentions as to the number...

 

Wednesday, December 23, 2015

Congress has once again extended the “extenders,” a varied assortment of more than 50 individual and business tax deductions, tax credits, and other tax-saving laws which have been on the books for years

 

Monday, November 23, 2015

2015 Tax planning Year-end tax planning is especially challenging this year because Congress has yet to act on a host of tax breaks that expired at the end of 2014. Some of these tax breaks may be retroactively reinstated and extended....

 

Tuesday, November 3, 2015

November 3, 2015 The budget deal (The Bipartisan Budget Act of 2015, the “Act”) negotiated between Congress and President Obama, which became effective November 2, 2015, raises the U.S. debt limit and among other provisions...

 

Thursday, October 15, 2015

Law Does Not Provide for a Social Security Cost-of-Living Adjustment for 2016 With consumer prices down over the past year, monthly Social Security and Supplemental Security Income (SSI) benefits for nearly 65 million Americans will...