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
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.