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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
View all articles 
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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?
Surprises
Making the most of surprises is a great reason to work with us.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Business Cycle
How will you weather the ups and downs of the business cycle?