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.
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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
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
9 Facts About Social Security
There are things about Social Security that might surprise you.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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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?
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.