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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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.