BROOKS - Rodney A. Brooks
June 2021

"After a lifetime of racial and health inequities, Black seniors are at risk of spending their last years with declining health, little income and virtually no savings."

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PLANSPONSOR - Amanda Umpierrez
February 2021

"The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide."

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US World News Report - Rodney Brooks
January 2020

"The new year is the perfect time to start getting your finances on track, and that doesn't necessarily mean cutting back on the things you enjoy. But sometimes getting a handle on your finances can mean a little sacrifice now that will pay off in the future.

Here are five things you can do to improve your retirement finances in 2020:

1. Convert tax-deferred retirement accounts to Roth accounts.
2. Be aware of financial and tax changes.
3. Consider shifting to more..."

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Redfin - Ryan Smith
November 2019

"Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin! To help ease the burden, we rounded up the financial experts to weigh in with their best tips for millennial homebuyers. From long-term investment strategies to day-to-day saving tips, whether you’re in Sacramento or..."

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US World News Report - Rodney Brooks
August 2019

"There are a lot of changes on the horizon for 401(k) plans, which is generally good news for workers saving for retirement. Some large companies are offering long-needed improvements that will give their employees more options and greater flexibility. In addition, the U.S. House of Representatives has passed legislation, the SECURE Act, which would further enhance retirement accounts for workers and potentially expand benefits to millions more people. There is optimism that the Senate will pass..."

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Forbes - Kerry Hannon
August 2019

"Holy Mackerel,” my dad would have said, when the Dow plunged 767 points Monday, August 5. That stunning fall felt like the mad whoosh down the Kingda Ka roller coaster at Six Flags Great Adventure in New Jersey, the fastest in North America. Monday was the worst day of the year for the market and its sixth biggest point drop in history, due to alarm over an escalated trade war with..."

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Vision Magazine - Neil Cote
October 2018

"His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity..."

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Advisor Magazine - Jane Meggitt
September 2018

"In a rare interview, David Rockefeller Jr., chairman of Rockefeller & Co., recently told CNBC that family meetings, allegiance to their family history, and family values have helped the iconic Rockefeller clan manage their wealth across seven generations..."

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Forbes Magazine - Rodney Brooks
May 2018

"Billions of dollars are at stake as boomers decide what to do with the $5.3 trillion they’ve invested in company-sponsored 401(k) plans when they retire. Leave the money where it is? Roll it over to an Individual Retirement Account (IRA) at a financial firm? For many, it’s a head-scratcher..."

The Wallstreet Journal - Lynn Shattuck
March 2018

"Eric D. Bailey is founder and chief executive of Bailey Wealth Advisors in Silver Spring, Md. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Lynn Shattuck..."

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US News & World Report – Rodney Brooks
March 2018

"It's not uncommon for a 50-something couple to plop down in front of their financial planner to talk about the future, only to discover that the wife's visions of a retirement beach home clash with the husband's visions of a fishing cabin in Maine..."

The Charleston Chronicle
December 2017

"Charleston native Eric D. Bailey is doing quite well for himself since he embarked from Charleston on his way to  running a nation-leading financial company in Maryland..."

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The New York Times - Kerry Hannon
November 2017

Eric D. Bailey, founder and chief executive of Bailey Wealth Advisors in Silver Spring, Md., said possessing wealth was an uneasy feeling for many of his clients, a combination of business owners and mid- and upper-level executives whose average net worth is $3 million to $15 million.

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Jetmag.com – Rodney Brooks
November 2016

"One of people’s biggest worries about retirement is that they will run out of money.  It’s a legitimate concern, considering that most people haven’t saved nearly enough for retirement and many have saved nothing..."

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The Washington Post - Rodney Brooks
January 2016

"Triple-digit fluctuations in the stock market can prove disconcerting for anyone, but especially people in or near retirement, who are at or near the end of their wage-earnings phase. So they are understandably worried about their portfolios, which must provide income for the rest of their lives..."

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