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
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
Buying a Home
A look at what you need to think about when buying a home.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.