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
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.