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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
To choose a plan, it’s important to ask yourself four key questions.
Understanding how a stock works is key to understanding your investments.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?