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