Skip to main content

  • Home
  • About 
    • Our Firm
    • Our Location
    • Our Qualifications
    • Our Calendar
    • Our Team
  • Our Services 
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Blog
    • Useful Websites
    • Financial Calculators
    • Video Library
  • Contact
  • Client Login

    You are here

  1. Home
  2. Blog

Blog

Suggestions for Long-Term Financial Health

Submitted by Charles Bailey & Associates and Beacon Wealthcare Services on July 15th, 2019

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

  • Read more

Avoiding Bad Financial Decisions

Submitted by Charles Bailey & Associates and Beacon Wealthcare Services on July 15th, 2019

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

  • Read more

Why Diversifying Your Portfolio is Important

Submitted by Charles Bailey & Associates and Beacon Wealthcare Services on July 8th, 2019

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

  • Read more

860.436.4977

750 Old Main St, Suite 303
Rocky Hill, Connecticut
06067 United States

cbailey@cbaileycpa.com

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice.  Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

© 2025 Charles Bailey & Associates, LLC and Beacon Wealthcare Services, Inc.. All rights reserved.

Website Design For Financial Services Professionals