Charles Bailey & Associates, LLC

YOUR WEALTH CARE PROFESSIONALS








We are currently registered to offer securities in the states of Connecticut, California, Massachusetts, Illinois, Tennessee, North Carolina, South Carolina, and New Hampshire.



We are also registered to offer investment advisory services in the state of Connecticut.



This is not an offer to sell any securities or provide investment advisory services in any other jurisdiction.



To download a blank tax organizer, please click here 2012 tax organizer .

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

More Newsletters →

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