Defining Purpose in Retirement

A complimentary webinar featuring brand strategist Chris Smith. Learn More

Weekend Reading: Kiplinger – Estate Planning for ‘Black Sheep’ Beneficiaries

You may not have a ‘Black Sheep’ beneficiary, so to speak, but you could still have concerns about leaving a substantial legacy behind after you are gone.
Casey Weade guests on newly-launched "Lifestyle Investor" podcast

In the podcast, Casey discusses how to maximize financial confidence and overall financial well-being.
Getting to Know the Mishawaka Team: Meet Christopher L. Horoky

Christopher Horoky joined the Howard Bailey team in February 2018. Since joining, he has helped expand our offices into the Mishawaka area and has brought a friendly, familiar, and local presence to our newest office.
Getting to Know the Mishawaka Team: Meet Bradley Simich

Bradley Simich joined Howard Bailey in November 2018. Since then, he has used his passion for helping people to help families build comprehensive financial plans that allow them to retire with purpose.
Howard Bailey Advisor Rob McCoy achieves CFP® designation

Rob McCoy joined the Howard Bailey family in 2014. From the moment he accepted his role, he knew he wanted to use his love of the educational side of the industry to help others.