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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Life insurance proceeds are generally tax-free. But not in all cases.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Do your insurance needs stay the same when the nest empties?
A change in your mindset during retirement may drive changes to your portfolio.
This checklist can give you a quick snapshot of how prepared you are.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.