Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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
Flex your financial superpowers.
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Savings is a critical tool to ensure positive cash flow in your personal finances.
One way to find money is to examine your current spending habits and eliminate money wasters.
Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a lot of myths around whole life. Get the facts here.
Even low inflation rates can pose a threat to investment returns.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.