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
-
Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
-
Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
-
Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
-
Be Aware of Observation Care
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.