Investments & Retirement
Whatever your objectives, we can help you design a strategy tailored to your unique situation and goals.
Tax & Accounting
Our experienced team is here to help you navigate both personal and business issues.
Team
Learn more about us.
Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
Helpful Content
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?