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
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Surprises
Making the most of surprises is a great reason to work with us.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.