Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Information vs. instinct. Are your choices based on evidence of emotion?
When you’re married and have children, insurance needs will be different.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A few strategies that may help you prepare for the cost of higher education.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?