Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Five strategies for managing your student debt.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Term insurance is the simplest form of life insurance. Here's how it works.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Taking your Social Security benefits at the right time may help maximize your benefit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.