Scott Bakley, Bakley Wealth & Insurance Strategies

05/08/2025

Hello Facebook and LinkedIn Friends,

I want to get the word out that I plan on starting a series of seminars on Zoom ranging on a variety of topics! I plan on hosting these on approximately the last Thursday of every month in the evening starting May 29th. The seminars will start at 7 pm Central, so that you have time to eat dinner, get a few chores done, and join me for a 30 to 45 minute Zoom meeting. I have not decided what the first seminar will be, but watch for your Facebook or LinkedIn feed for more information.

I look forward to seeing all of you soon....via Zoom!

Scott

04/29/2025

Hello Facebook friends and acquaintances!

I know with tariffs, market fluctuations and the job market being in flux lately, it can be hard to make solid financial decisions!

If you or a friend are about to retire, have experienced a job loss or just confused about what you should do next financially, I understand. In our rush to get back on track we often forget about our 401(k) or put off retirement planning until it is too late.

Please reach out to me for a strategy session.

Thanks again,
Scott

04/16/2025

For many Millennials who lack life insurance, CNBC recognizes Guardian as a valuable option with several types of policies available.

Read the full article here: https://www.cnbc.com/select/less-than-half-of-millennials-have-life-insurance/

04/08/2025

Read the Park Avenue Securities Monthly Market Commentary for our latest market analysis.

https://www.parkavenuesecurities.com/monthly-market-commentary-april-2025

03/26/2025

Are you prepared for your dream retirement? Learn how to strategize to avoid outliving your savings and have a financially confident retirement.

Some economists point to annuities as “an efficient way to create income in retirement,”1 but what is an annuity exactly? In the simplest terms, an annuity is a contract between you and an insurance company. When you purchase an annuity, the contract confirms that the insurance company will issu...

03/05/2025

Read the Park Avenue Securities Monthly Market Commentary for our latest market analysis. This month we review the strong performance of bonds and international stocks as top U.S. technology stocks lagged into month end.

Market Update Bonds and international stocks led asset class returns in February. The S&P 500 Index reached a new all-time high in February before retreating into month end. U.S. investor sentiment shifted due to slower job growth and weaker profit guidance from several large retail companies. U.S.....

02/25/2025

02/25/2025

Hello all my Facebook friends!

As you may (or may not know) I am the Managing Director at Financial Architects in Clive, IA. I wanted to make sure my closest friends and acquaintances know a couple pieces of information.

In my life I have come to value great relationships and here is where I am asking for your help.

At Financial Architects we are always looking for new people to bring on board as Financial Representatives. If you feel that you, or a friend of yours might be great at helping people with their finances, I would love to talk to them about a career as a Financial Representative with us.

My second request is if you feel you need help with your own finances due to a job change or you are nearing retirement. Please reach out and we can schedule a strategy session to see if I can help give you some guidance or even generate a Financial Plan for you.

In either case, I would love to hear from you. Take care, and God bless!

02/18/2025

The IRS announced adjustments for 2025, which address a few key areas:
https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2025 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.