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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A quick look at how federal income taxes work.
Here's a breakdown of how the federal government spends your tax money.
How long does a $20 bill last?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to set up your financial goals for success? This knight does.