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Investments & Retirement

Whatever your objectives, we can help you design a strategy tailored to your unique situation and goals.

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Tax & Accounting

Our experienced team is here to help you navigate both personal and business issues.

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Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax

Helpful Content

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

 

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

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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.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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