Broker Check

Bailey Wealth Advisors - Silver Springs, MD

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

 
Estate Planning Retirement Planning Business Planning Wealth Management Press Spotlight

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 Plan

Business Exit Strategies 

What's my business (really) worth?

Learn More
Business Photo

Narrowing the Wealth Gap

Vision Magazine features Eric Bailey.

Read the Full Article
Giving Back

Literacy to Legacy

Transforming individuals, families, and communities through financial literacy and stewardship. 

Learn More

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.


Helpful Content

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

 

Toddlers to Teens: The Lesson of Money

Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Business Succession Planning Blueprint

Is succession a part of your strategic business plan? It should be.

Ask a Financial Professional: Help! My Business is Overexten

Every business wants to grow. But there’s a risk of extending your business so far, so fast that you hit the tipping point...

Insight to a Maddening Employment Report

Here’s why the August jobs report was particularly maddening.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

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.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What is Life Insurance? Part 1

What is Life Insurance? Part 1

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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.

View all videos arrow