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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.

Helpful Content

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Emerging Market Opportunities

What are your options for investing in emerging markets?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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