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 If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Learn when it may not make sense to file a claim on your home insurance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Understanding how a stock works is key to understanding your investments.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.