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
U.S. Personal Savings Rate
What can be learned from the savings rate?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?