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.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Building Your Legacy
A four-step framework for building a personal legacy.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Gaining a better understanding of municipal bonds makes more sense than ever.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
One way to find money is to examine your current spending habits and eliminate money wasters.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Preparing for the unexpected can make all the difference if your family relies on your income.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.