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
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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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.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Redefined
Around the country, attitudes about retirement are shifting.