Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Is your estate in order? This short quiz may help you assess your overall strategy.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to help determine life insurance needs to provide for your family after you pass away.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you have causes that you want to support with donations?
The market is as unpredictable as the weather. We’d love to help you prepare.
Here are five facts about Social Security that might surprise you.