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
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Saving for College 101
Here's a crash course on saving for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.