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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
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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.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.