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
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.