Financial Planning For A Lifetime
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Whether you are new to investing or have been investing for many years, Bailey Financial Planning can help you create a financial plan that will Last for a Lifetime!
Newsletters
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.