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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Currency has been around for a long time. Here’s a quick history lesson.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.