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
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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
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.