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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Beware of these traps that could upend your retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Do you understand these common mobile slang terms?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
$1 million in a diversified portfolio could help finance part of your retirement.