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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Bailley Group Wealth Management

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United States
Greenville, SC
Bailley Group Wealth Management

An independent wealth management firm specializing in holistic financial planning & estate planning.

Bailley Group Wealth Management provides financial services based on a comprehensive strategy. Our approach has proven to be very effective in volatile economic conditions. By employing an "efficiency of money" concept we have the ability to help a client make the most efficient use of every dollar they have, and every dollar they spend. The primary focus is to enable the client to make informed d

ecisions with respect to growing and protecting their money. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. SEC Registration does not imply any level of skill
or training. Bailley Group Wealth Management is independent of Regal Investment Advisors. Insurance services also offered by representatives of Bailley Group
Wealth Management. Insurance services also provided by representatives of Bailley Group Wealth Management.

09/29/2025

👻 Retirement worries can feel like monsters in the dark—savings, taxes, and surprises. But naming them is the first step to addressing them. Read more in our latest article. "

What keeps you up at night when you think about retirement? For many Americans, it’s not ghosts, goblins, or things that go bump in the night—it’s the possibility of outliving their savings. In fact, nearly two in three people say their greatest financial concern is running out of money in ret...

09/22/2025

🎓 Learning isn’t just for students. It’s always a good idea to revisit your financial approach. From 529 contributions to tax-smart tuition strategies, explore ways to support education *and* your future. 📚

There’s something unforgettable about watching a child or grandchild take their first steps into a classroom. It marks the start of a new adventure, for them and for you. As they begin their educational journey, it can also be a good time to consider strengthening your overall financial strategy f...

09/15/2025

📉 Did you know you could still owe taxes even if some of your investments lost money? A strategy called *tax-loss harvesting* may help turn losses into a potential tax advantage. Curious how it works? Read our latest article to learn more.

Every year, investors face the same surprising reality: you can owe taxes even if some of your investments lost money. How? Because when one investment is sold at a gain, that profit can be taxable—even if another investment was sold at a loss. It feels counterintuitive. After all, if you made $5,...

09/08/2025

What if paying taxes today could mean more potential freedom tomorrow?✈️ Roth conversions are one way retirees and pre-retirees can help take control of their tax future. Learn how timing may impact your retirement savings.

As retirement approaches, many people begin to wonder: Will taxes take a bigger bite out of my savings than I expect? After years of diligent saving, the idea of handing over a large portion of your nest egg to the IRS can feel discouraging. That’s why strategies like a Roth conversion have become...

09/03/2025

What should you put per paycheck into your 401(k)? We break down 2025 limits, catch-ups for 50+ and 60–63, and simple contribution habits. Tap to read more!

Two coworkers are both saving for retirement. One puts in a little from every paycheck and gets the full company match all year. The other makes a big push early, then stops—and misses match dollars later. Which path feels closer to yours? Starting in 2025, you can put up to $23,500 from your payc...

09/01/2025

📝 Did you know a beneficiary form can outweigh your will? A five‑minute check could prevent years of confusion for your loved ones. Read our latest article to see why these forms matter more than you might think.

When was the last time you checked who’s listed on your beneficiary forms? For many, the answer is “years ago”—or maybe “never.” Yet beneficiary forms often carry more weight than even the most carefully written will. Why? Because they directly decide where your assets go when the time c...

08/25/2025

A longer life means a longer career?🤔 Would it work here in the U.S.? 💭 Join the conversation below ⬇️

Raising the retirement age is a policy many countries consider as people live longer and spend more years in good health. Denmark recently set its retirement age at 70, linking it to life expectancy to help keep pension systems sustainable. The United States currently has a full retirement age of 67...

08/20/2025

A new executive order could let 401(k)s include private equity and crypto, but changes will take time and come with trade-offs. Curious what it could mean for you? Read this article to learn more!

A White House executive order aims to “democratize” retirement investing by opening the door for 401(k) and 403(b) menus to include so-called alternative assets like private equity and cryptocurrencies. What changes, and what questions should plan sponsors and participants be asking as this unfo...

08/18/2025

Your future self will appreciate the steps you take today. Working with a financial professional can help you plan smarter, navigate challenges, and stay on track toward a comfortable retirement.

Working with a financial professional can make a meaningful difference in your long-term financial well-being. Research shows that individuals who partner with a financial professional may have more opportunities to grow and preserve their wealth, often ending up with significantly more resources in...

08/07/2025

The SALT deduction cap is increasing to $40,000 in 2025 under the One Big Beautiful Bill (OBBB). This could bring big tax savings for retirees and pre-retirees in high-tax states. Let’s talk about what this means for you 🤝

If you’ve ever felt frustrated by the $10,000 limit on how much state and local taxes (SALT) you can deduct, you're not alone. That cap—set in 2017—has especially impacted people in high-tax states like California, New York, New Jersey, Minnesota, and Illinois. But now, there’s good news: th...

08/06/2025

Don't get trapped in the 401(k) comfort zone. Expand your horizons and help secure your financial future with diversified retirement options.

While a 401(k) is a valuable retirement vehicle, relying solely on it might leave gaps in your financial security. If your employer's contribution match is minimal, you're potentially missing out on significant retirement savings growth. Similarly, holding too much company stock within your 401(k) c...

Address

218 Adley Way
Greenville, SC
29607

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18646312455

Website

http://www.bailleygroup.com/

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