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
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Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
Helpful Content
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!