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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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.