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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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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 72.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.