What is the phone number for Bailey Wealth Advisors in Silver Spring MD?

You can reach them at: 301-585-4701. It’s best to call Bailey Wealth Advisors during business hours.

What is the address for Bailey Wealth Advisors on colesville road in Silver Spring?

Bailey Wealth Advisors is located at this address: 8403 Colesville Road Silver Spring, MD 20910.

What are Bailey Wealth Advisors(Silver Spring, MD) store hours?

Bailey Wealth Advisors store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.

Bailey Wealth Advisors on colesville road, Silver Spring, MD

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Make sure you’re staying on track for the retirement you have planned for yourself. Check in with your retirement account to see if you’re where you need to be. https://bit.ly/306qcin

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. BAILEYWEALTHADVISORS.COM Monthly Market Insights | October 2020

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The more you talk to your loved ones about long-term care, the better you can plan, protect and retire. Let me help you start a conversation that matters by scheduling an appointment with me today! https://bit.ly/3gxf4Au

Maintaining a healthy lifestyle doesn’t necessarily mean you’ll avoid long-term care needs someday. The longer you live, the higher your cost of care could be. Meet with me to discuss how to plan for this potential cost as part of your financial plan. https://bit.ly/2FVpBbX

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Ability and motivation to save are key challenges for some participants that want to save more for retirement. Learn strategies to help your employees save more and encourage any non-participants to enroll in your provided plan. https://bit.ly/33VGVWL

Engaging the entire family when planning for #LTC expenses helps provide everyone peace of mind about the future. Let’s work together to create a long-term care plan that involves both you and your family today.

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The Agg served investors well in the long period of falling interest rates, but today’s environment calls for a different strategy. COLUMBIATHREADNEEDLEUS.COM Fixed income beyond the Agg

When the markets are turbulent, it’s normal to be a little nervous about the state of your investments. If you’re uncertain about the ability of your financial plan to weather the changing market environment, schedule an appointment with me today.

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The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. BAILEYWEALTHADVISORS.COM Tax Rules When Selling Your Home

Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of. BAILEYWEALTHADVISORS.COM Errors and Omissions Insurance

When the markets won’t seem to sit still, stay focused on your plan. Let’s discuss how your financial plan has been designed around your goals and keeping your financial objectives on track, no matter where the markets are today. https://bit.ly/30NdhCQ

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Leaving a legacy to support your family shows how much you care. If this is one of your financial goals, there are many strategies you can employ to stretch and protect your future legacy. https://bit.ly/3dNoFTY

The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement BAILEYWEALTHADVISORS.COM Social Security: The Elephant in the Room

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In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases. BAILEYWEALTHADVISORS.COM Monthly Market Insights | November 2020

If leaving a financial legacy for your family is important to you, then it might be time to update and review your beneficiaries. https://bit.ly/2IXiIsk

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax BAILEYWEALTHADVISORS.COM How to Appeal Your Property Taxes

Don’t assume that anything you acquire during your marriage, either together or individually, is accounted for in your spouse’s estate plan.

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Estate Planning - the importance of doing it regardless of age. Call our office to set something up! (301) 585-4701 https://bit.ly/2ISDDwA WEALTHMANAGEMENT.COM Black Panther Star’s Untimely Death Highlights Importance of Estate Planning

Regardless of how much or little you have saved, the goal of your estate plan should ensure that what you have accumulated is shared with those that you love.

No matter your age, you still need a will to document any beneficiaries or last wishes. Contact me today to learn what small steps you can start to plan for, now.

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Although this years Thanksgiving may be a little different than what we're used to - The BWA family would like to take this time to thank our loyal clients for their partnership and trust this season. You are very appreciated. In observance of this holiday, our offices will be closed. We will not reopen until 9AM on Monday, November 30, 2020. We are actively checking our emails, so if you email us, someone will respond to your request within 24 hours. HAPPY HOLIDAYS!

The recession and global pandemic are hitting charities where it hurts the most: in the wallet. Here's how you can help: KIPLINGER.COM Retirees' Guide to Giving for the Greatest Impact | Kiplinger

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As you consider end-of-the-year giving opportunities, Bailey Wealth Advisors would like to introduce: Pathways to College. This wonderful non-profit has been highly successful at creating better lives, through education, for African Americans and other students of color. Take a moment to listen to Oprah talk about her beliefs in Pathways to College and why you should consider adding Pathways to College to your giving list this season! https://bit.ly/3pY7pB5 PATHWAYSTOCOLLEGE.ORG Support Pathways to College | Pathways to College

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Your ideal #retirement may differ from reality, but we can work together to better align the two. BAILEYWEALTHADVISORS.COM RE: Retirement

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Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. BAILEYWEALTHADVISORS.COM A Taxing Story: Capital Gains and Losses

Consider cost-efficient solutions to support your business's success. Life insurance can be used to fund strategies that attract and retain top talent and reward key employees. Learn about what else life insurance can do to help you reach your business goals. https://bit.ly/352xwOY LFG.COM Living Benefits

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. BAILEYWEALTHADVISORS.COM A Fruitful Retirement: Social Security Benefit

There’s more to life insurance than just financial security. You can even use it to build, protect and access your wealth throughout your life. Let’s talk about incorporating this flexible strategy into your portfolio. Call our office today! (301) 585-4701

Life insurance is often far cheaper than what you’d expect, and is something you can’t get once you need it. Let’s talk about incorporating life insurance into your financial strategy today. Call our office today to schedule a consultation with one of our advisors (301)585-4701

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U.S. life insurance can be a very attractive portfolio asset for global clients if you’re looking for tax and asset diversification or access to U.S. tax-advantaged cash value. See how U.S. life insurance can help you meet your financial goals. Call our office today! (301) 585-4701 CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours? BAILEYWEALTHADVISORS.COM Does Your Portfolio Fit Your Retirement Lifestyle?

As a business owner, carrying insurance coverage for your key employees can help meet a variety of needs; their need for specific work benefits from you and your business need to retain their experience or skills. Call our office to discuss this further - (301) 585-4701 CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

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If you own a business, you can use life insurance to fund strategies to meet goals for yourself, your key employees, and your business as a whole. https://bit.ly/30LokvM

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From our family to yours, happy holidays! Our offices are closed today. We will be back to normal operations on Monday, December 28th

From our family to yours, happy holidays! Our offices are closed but we will be checking our emails periodically. We will be back to normal operations on Monday, December 28th

There are multiple options to explore when considering life insurance. See which option best fits your financial needs. https://bit.ly/33Foxm0

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Protect you and your family - I can help you plan for the unexpected. Call our office today! (301)585-4701 MARKETWATCH.COM Valuable lessons in the finances of a surviving spouse

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more. BAILEYWEALTHADVISORS.COM Medicare Advantage 101

Welcome 2021! Our offices are closed today but we will return to normal on Monday, January 4th at 9AM. Stay safe everyone!

In times of uncertainty, focus on what you have the power to change like supporting organizations through charitable giving. https://bit.ly/3qwYczV

Long-term care planning is more than having enough money to cover costs. We know you’re thinking about it. Now it’s time to talk about it. Schedule an appointment with me today to discuss how #LTC fits into your financial plan. https://bit.ly/3bcjADq MARKETINGMEDIA.LFG.COM We know you think about it. Now it’s time to talk about it.

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Life insurance can do more than protect your family; it can also provide potential living benefits that sets the course for a more comfortable retirement—tax-free. Let’s make sure it’s incorporated into your financial plan. https://bit.ly/2GvIymx

Despite current uncertainty, today’s historically low interest rates provide some relief by offering a tremendous opportunity to tap into the estate protection benefits of life insurance using a private premium financing strategy. CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

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Bedtime Story: U.S. Federal Tax Code. How many pages have you read? BAILEYWEALTHADVISORS.COM Understanding Marginal Income Tax Brackets

Join our webinar, to get a review of the key economic indicators from a historically significant 2020 and analyze the factors that ultimately will influence how smart investments are made in 2021 and beyond. TOPICS WE’RE COVERING: Market Review of 2020 Outlook for 2021 Market Volatility Portfolio/Risk Management Efficient Frontier #BWAWebinarSeries #LiteracyToLegacy #WebinarSeries2021 #BWA #COVID #Coronavirus #MarketOutlook CRN-3398045-010821 THURSDAY, JANUARY 28 | 12PM https://bit.ly/2XDZkEI

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Life insurance helps protect your loved ones financially both now and in the future. Read more about why you should be giving life insurance a second look. http://lifehap.pn/3d9WNJr

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy BAILEYWEALTHADVISORS.COM The Fed and How It Got That Way

Thank you Dr. King, for demonstrating selflessness and courage. We hope you attempt to follow in his footsteps on this day of remembrance. QUICK MLK DAY FACT: The quote in this photo is widely used on this day as one of Dr. Martin Luther King, Jr's most famous quotes. However, he never said these specific words. This quote that is so often seen is a paraphrase from a sermon he did in Selma, Alabama, on March 8, 1965, the day after “Bloody Sunday,” on which civil rights protesters were attacked and beaten by police on the Edmund Pettus Bridge. #BaileyWealthAdvisors #MLKDay #DrKing #DrMartinLutherKingJr

Financial education can help kids and grandkids develop self-esteem, sound judgment, self-discipline and self-reliance. Learn how you can help protect and prepare them to be financially responsible adults in the future. https://bit.ly/2FQBeBo

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? BAILEYWEALTHADVISORS.COM Estate Management Checklist

Protect your business from the financial impact of the loss of an essential employee with key person life insurance. CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

Families who discuss long-term care before they need it may avoid uncomfortable decisions later. Bringing your family along to meetings with me can ensure everyone’s on the same page with the retirement plan you have in place. Schedule an appointment with me today!

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in. BAILEYWEALTHADVISORS.COM What Is a 1035 Exchange?

As we enter 2021, we do so with hope that the world will continue to make progress in dealing with the many challenges that 2020 presented. Like most people, we were happy to put 2020 behind us. We are, however, looking forward to 2021. We think it is a good idea to look back over the past year and try to make sense of this extraordinary and difficult time. We thought it might be helpful to reflect on recent events and share our thoughts and principles for the new year. Of course, 2020 was a... Read our monthly blog on our website to read the whole thing! https://bit.ly/3sQOMAB BAILEYWEALTHADVISORS.COM 2020 | Year in Review

In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. BAILEYWEALTHADVISORS.COM Monthly Market Insights | January 2021

Long-term care impacts the entire family, not just you. I can help you start conversation with your loved ones using this new resource. Schedule an appointment with me today! #LTCPlanning https://bit.ly/3bcjADq

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one. BAILEYWEALTHADVISORS.COM Yours, Mine and Ours: Estate Strategies for Second Marriages

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Living well in a long retirement may mean making sure you have a comfortable income stream that lasts. Schedule an appointment with me to see how you can incorporate protected lifetime income into your retirement planning strategy. https://bit.ly/2zjQ8J4

What path will you take with your budget in retirement? Consider these 4 steps and schedule an appointment with me to get your retirement income plan on the right track. https://bit.ly/3ggB4jR

M0 is the total of all physical currency worldwide. What’s it look like? BAILEYWEALTHADVISORS.COM How Big is Money?

Long-term care services are often attached to significant costs that can impact every phase of the wealth life cycle. Now is the time to start talking about long-term care needs. Let's make sure you’re prepared for any #LTC expenses down the road. https://bit.ly/2YTzyO3

The only question now is: How much will gas prices rise as optimism about the pandemic’s end grows? FASTCOMPANY.COM Why are gas prices rising? Here’s the weird but simple reason you’re paying more right now

Are you overpaying your #taxes? Here’s five overlooked #tax #deductions. BAILEYWEALTHADVISORS.COM Five Most Overlooked Tax Deductions

"It’s important that our money reflect the history and diversity of our country.” FASTCOMPANY.COM Harriet Tubman will finally replace Andrew Jackson as the face of the $20 bill

1879 - Blanche Kelso Bruce He was the first African American (and former slave) to preside over the US Senate. He was also the first African American whose signature appeared on currency as Register of the Treasury in 1881. #BlackHistoryMonth #BHM #Finance #FinancialPlanning #RetirementPlanning #Accomplished #BaileyWealthAdvisors Source: MoneyLion

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2021 Economic Outlook: Focus on long-term goals. An effective vaccine can outweigh shorter tern hurdles. COLUMBIATHREADNEEDLEUS.COM Vaccines and returning to a more familiar world

There’s good news inside the latest COVID-19 relief bill for businesses seeking Paycheck Protection Program loan forgiveness, including a greater tax benefit and greater flexibility. Get the details here: COLUMBIATHREADNEEDLEUS.COM Paycheck Protection Program gets better

A #specialneeds #trust can help care for a special needs child, even after you’re gone. BAILEYWEALTHADVISORS.COM When Special Care Is Needed: The Special Needs Trust

1888 - Capital Savings Bank opened. First ever bank founded and operated by African Americans. #BlackHistoryMonth #BHM #Finance #FinancialPlanning #RetirementPlanning #Accomplished #BaileyWealthAdvisors Source: MoneyLion

Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time. NEXTAVENUE.ORG How Grandparents Can Help Pay for College - Next Avenue

If you don’t have an #estatestrategy, here’s some reasons why you should. BAILEYWEALTHADVISORS.COM Why Everyone Needs an Estate Strategy

1970 - Joseph L. Searles III First African American member of the New York Stock Exchange (NYSE) #BlackHistoryMonth #BHM #Finance #FinancialPlanning #RetirementPlanning #Accomplished #BaileyWealthAdvisors Source: MoneyLion

Join us in attending the Value of Income Planning seminar on TUESDAY FEBRUARY 23 to discover a simple process that can help you feel more confident about your retirement preparedness. Together, we can: • Analyze your Retirement Situation • Understand Potential Retirement Income Risks • Evaluate your Retirement Income Needs John Henderson/Eric Bailey are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax professional regarding any legal or tax information as it relates to your personal circumstances. CRN-3447508-021021 https://bit.ly/2NqdwiI LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Value of Income Planning: A Process for Retirement Readiness. After registering, you will receive a confirmation email about joining the webinar.

Join us in attending the Value of Income Planning seminar on THURSDAY FEBRUARY 25 to discover a simple process that can help you feel more confident about your retirement preparedness. Together, we can: • Analyze your Retirement Situation • Understand Potential Retirement Income Risks • Evaluate your Retirement Income Needs John Henderson/Eric Bailey are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax professional regarding any legal or tax information as it relates to your personal circumstances. CRN-3447508-021021 https://bit.ly/3rJ034C LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Value of Income Planning: A Process for Retirement Readiness. After registering, you will receive a confirmation email about joining the webinar.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit BAILEYWEALTHADVISORS.COM What If You Get Audited?

Fixed income: Informed security selection will be a key driver of outperformance. COLUMBIATHREADNEEDLEUS.COM In fixed income, security selection will drive outperformance

MISSED THE EARLIER SEMINAR? No worries. You have one more chance! Join us in attending the Value of Income Planning seminar on THURSDAY FEBRUARY 25 to discover a simple process that can help you feel more confident about your retirement preparedness. Together, we can: • Analyze your Retirement Situation • Understand Potential Retirement Income Risks • Evaluate your Retirement Income Needs John Henderson/Eric Bailey are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax professional regarding any legal or tax information as it relates to your personal circumstances. CRN-3447508-021021 https://bit.ly/3rJ034C LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Value of Income Planning: A Process for Retirement Readiness. After registering, you will receive a confirmation email about joining the webinar.

Your support to the people and causes that need it most can make a great impact. See how both you and charities can benefit from charitable giving. MONEY.USNEWS.COM 5 New Rules for Charitable Giving

LAST CHANCE! Join us in attending the Value of Income Planning seminar on TUESDAY FEBRUARY 23 to discover a simple process that can help you feel more confident about your retirement preparedness. Together, we can: • Analyze your Retirement Situation • Understand Potential Retirement Income Risks • Evaluate your Retirement Income Needs John Henderson/Eric Bailey are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax professional regarding any legal or tax information as it relates to your personal circumstances. CRN-3447508-021021 https://bit.ly/2NqdwiI LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Value of Income Planning: A Process for Retirement Readiness. After registering, you will receive a confirmation email about joining the webinar.

1989 The Financial Institutions Reform Recovery and Enforcement Act mandates that the FDIC will help preserve and promote minority-owned institutions #BlackHistoryMonth #BHM #Finance #FinancialPlanning #RetirementPlanning #Accomplished #BaileyWealthAdvisors Source: MoneyLion

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams BAILEYWEALTHADVISORS.COM “Dirty Dozen” Tax Scams to Watch For

2018 - Lauren Simmons At 23 years old, she is the youngest and ONLY female to work at the New York Stock Exchange as a equity trader. #BlackHistoryMonth #BHM #Finance #FinancialPlanning #RetirementPlanning #Accomplished #BaileyWealthAdvisors Source: MoneyLion

Charitable giving does more than just benefit the organization; using life insurance with your donations can provide tax savings and other potential benefits. https://bit.ly/3g9PeE9

Three tips for giving smart from the heart. BAILEYWEALTHADVISORS.COM Charitable Giving: Smart from the Heart

Literacy to Legacy: Webinar Series Last year has been tough. Our team wanted to help you navigate the aftermath of those tough times. We have a webinar scheduled for almost every month with a range of topics! Check out our webinar page to see the topics and keep checking back for new dates and times. This page is updated once a month. https://bit.ly/2XXmm9J BAILEYWEALTHADVISORS.COM Webinars

LAST CHANCE! Join us in attending the Value of Income Planning seminar on THURSDAY FEBRUARY 25 to discover a simple process that can help you feel more confident about your retirement preparedness. Together, we can: • Analyze your Retirement Situation • Understand Potential Retirement Income Risks • Evaluate your Retirement Income Needs John Henderson/Eric Bailey are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax professional regarding any legal or tax information as it relates to your personal circumstances. CRN-3447508-021021 https://bit.ly/3rJ034C LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Value of Income Planning: A Process for Retirement Readiness. After registering, you will receive a confirmation email about joining the webinar.

In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. BAILEYWEALTHADVISORS.COM Monthly Market Insights | March 2021

While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021. USATODAY.COM IRS says it won't extend this year's tax-filing deadline

It’s possible to avoid these classic #retirement traps, with a little preparation. BAILEYWEALTHADVISORS.COM Retirement Traps to Avoid

MADAM CJ WALKER Did YOU Know? I’m sure you did. She was the first black woman millionaire in America. She rose to dominance over the hair care industry and was able to employ over 3,000 women, mostly black. She shared her wealth in other community members to fund scholarships and she frequently made donations to NAACP efforts. #WomensHistoryMonth #GenerationEquality #WomenInHistory #BaileyWealthAdvisors

Please take a moment to send your thoughts and prayers to the Jordan family. Vernon, you will surely be missed!

Here are four key tax points to address if you spent time working in multiple states during 2020: FASTCOMPANY.COM Why many remote workers are facing a tax season nightmare

YIE-HSIN HUNG Did YOU Know? CEO of New York Life Investment Management LLC. She has tripled third-party assets since becoming CEO in 2015. She has served on the companies executive management committees since 2017 and is also the Senior Vice President of New York Life. She is an advocate for helping women achieve their financial goals. She has made it her goal to create an inclusive and diverse workplace and in 2019, they were named Top 10 Workplaces for Multicultural Women. #WomensHistoryMonth #GenerationEquality #WomenInHistory #BaileyWealthAdvisors

Tax time can be a good time to give your household budget a checkup. BAILEYWEALTHADVISORS.COM Budget Check Up: Tax Time Is the Right Time

Bailey Wealth Advisors Webinar Series Last year has been tough. Our team wanted to help you navigate the aftermath of those tough times. We have a webinar scheduled for almost every month with a range of topics! Check it out for this months webinar! Check out our webinar page to see the topics and keep checking back for new dates and times. This page is updated once a month. https://bit.ly/2XXmm9J BIT.LY Webinars

MAGGIE LENA WALKER Did YOU Know? The daughter of slaves. She opened an insurance company for women. In 1903, she started the St. Luke Penny Savings Bank, the first woman to charter a bank in the United States. Her goal was establishing economic independence in the Black community. The bank was continuously black-owned before Premier Bank purchased it in 2009. #WomensHistoryMonth #GenerationEquality #WomenInHistory #BaileyWealthAdvisors

Have a strategy for discussing healthcare with your parents. #AgingParents BAILEYWEALTHADVISORS.COM Caring for Aging Parents

ELINOR OSTROM Do YOU Know? Child of Great Depression Era. She had a PhD in economics. She was a college professor and won the Nobel Peace Prize in Economic Sciences in 2009. Named by TIME in 2012 as one of the 100 most influential before her passing. #WomensHistoryMonth #GenerationEquality #WomenInHistory #BaileyWealthAdvisors

When the rules of the game change, tactics should follow in response to the new landscape. BAILEYWEALTHADVISORS.COM Revising Estate Strategy Assumptions

ADENA FRIEDMAN Did YOU Know? First woman to lead a global stock exchange after being named CEO of Nasdaq. She started with the company in 1993 as an intern and eventually became CEO after leaving for The Carlyle Group for 3 years and coming back in 2014 as President and Chief Operating Officer where she would later become CEO in 2017. Her goal is to create more chances for women to succeed in a male-dominated industry. #WomensHistoryMonth #GenerationEquality #WomenInHistory #BaileyWealthAdvisors

JANET YELLEN Did YOU Know? First woman to be appointed Treasury Secretary of the United States by President Biden on January 26, 2021. In her past life, she was a highly regarded economics professor before beginning her career in the White House. Appointed Chair of White House Council of Economic Advisors by President Bill Clinton. Appointed Chair of the Federal Reserve Board by President Barack Obama. She is the only human being to have held all three of those positions – ever. #WomensHistoryMonth #GenerationEquality #WomenInHistory #BaileyWealthAdvisors

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