“As we express our gratitude, we must never forget that the highest appreciation is not to utter words but to live by them,” said the late President John F. Kennedy.1
This Memorial Day may we express our gratitude …
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Holiday
April 18, 2022by Bailey Wealth Services
History is full with examples of parents taking actions they believe will improve the lives of future generations.
In 1780, then President of the United States John Adams wrote to his wife:1
“I must study Politicks and War that
Are you approaching age 72 and preparing to take your first required minimum distribution (RMD) from your retirement account? An RMD is a minimum amount that you have to take out of your retirement account each year. If you fail …
…Holidays and stress seem to go together like a hand in glove. One common cause of stress comes in picking out the perfect present for their loved ones. But that can also create a different source of stress-spending too much
HolidayIRA New Year’s Resolutions
December 30, 2021by Bailey Wealth Services
As 2021 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are …
HolidayYear-End Checklist
December 16, 2021by Bailey Wealth Services
As the year winds down, it also presents timely retirement tax planning opportunities that can be taken advantage of before the year’s end. The final weeks of 2021 present a critical planning window for the best tax planning options—many that …
The ‘Pacific Ice’ community ice rink located at the Port’s Pacific Rim Plaza in Fisherman’s Harbor, just in front of Hotel Indigo’s Jetty Bar and Grille and steps from the new Grand Avenue Park Bridge.
The family-friendly program runs daily …
HolidayProclamation of Thanksgiving
November 24, 2021by Bailey Wealth Services
The year that is drawing toward its close has been filled with the blessings of fruitful fields and healthful skies. To these bounties, which are so constantly enjoyed that we are prone to forget the source from which they come, …
HolidayHoliday Conversations
November 24, 2021by Bailey Wealth Services
‘Tis the season to deck the halls, light the menorah, and help provide peace on earth (or at least to your families) with a well-constructed financial and estate plan! With everyone gathered together for the holiday season, the most wonderful …