Bring Your Future into Focus
Our Vision: Help Grow, Manage and Preserve Your Wealth
Whether you are 35 or 65, decisions and plans you make now will influence your lifestyle in the future. We can help you properly allocate your retirement portfolio to correspond with your overall retirement plan. And as you need income from your retirement assets, we can develop a program to help maximize income and minimize taxes, with the goal of giving you confidence that you will not outlive your resources. Learn more
Your Priorities, Desires and Objectives Come First
We offer an individualized approach that features the latest tools and technologies, as well as access to comprehensive products and services custom-tailored to your needs. When you partner with Bailey Wealth Services, you benefit from the strength and stability of our experienced management team and the individual attention of your own personal financial consultant.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Taking regular, periodic withdrawals during retirement can be quite problematic.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.