Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Business Exit Strategies
What's my business (really) worth?
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Narrowing the Wealth Gap
Vision Magazine features Eric Bailey.
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Literacy to Legacy
Transforming individuals, families, and communities through financial literacy and stewardship.
Learn MoreBWA 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.
Helpful Content
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.