Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
There are four very good reasons to start investing. Do you know what they are?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There’s a link between debt and stress.
When considering life insurance, it's important to understand your options.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the importance of having an estate strategy in this helpful and informative video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Why are 401(k) plans, annuities, and IRAs so popular?
Check out this video to begin separating fact from fiction.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.