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Welcome
(Baehr Content/general)
Tags: [Independent Firm, Independent Advisor, Wealth Management, Experienced Advisors, Retirement Planning, Estate Planning, Raymond James] ...
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A Taxing Season
(Baehr Content/Blog)
... involving segregating your IRA by asset class and taking a wait and see approach; those are best discussed with your advisor. ...
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Budgeting Tools
(Baehr Content/Blog)
... advisor, plus have the added advantage of allowing you to import transactions from banks that don’t have compatibility with online tools. While trying these out, I’ve come across several banks that won’t ...
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Important Disclaimer
(Baehr Content/general)
... no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. ...
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10 Things Financial Planners Won’t Tell You
(Baehr Content/Blog)
Good article from smartmoney.com about vetting your financial advisor: 1. “I got this gig on a whim.” There’s a huge market of consumers out there desperately seeking financial guidance—especially in the ...
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Preventing Broker Fraud
(Baehr Content/Blog)
As a financial professional, it has been disheartening to hear the recent stories of theft and fraud by advisors like Bernie Madoff. The fact that he was able to swindle people of such intelligence and ...
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Preparing for Job Loss
(Baehr Content/Blog)
... emotion out of the decisions. The Alliance of Cambridge Advisors (www.acaplanners.org) is a good place to start. Finally, losing a job is a tremendously stressful time. So take good care of yourself, ...
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Tax Planning
(Baehr Content/services)
... a refund. When one of Ted's co-workers told him April 15th was never a surprise to him, Ted and Elaine were happy to be referred to his Cambridge Advisor. Ted and Elaine were shocked to learn that they ...
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Specialties
(Baehr Content/services)
... Plan • Compare aid award letters and make an informed decision on school choice Very few financial advisors specialize in college affordability issues. We are dedicated to researching and compiling ...
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Investment Advice
(Baehr Content/services)
... the way he felt it should, and he was worried that if he lost again like he did on tech stocks, he wouldn't be able to recover. Ed decided to get investment advice from a Cambridge Advisor, who first ...
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Financial Planning
(Baehr Content/services)
... dip into their education fund to pay their tax bill. They decided it was time to hire a financial planner and were referred to a local Cambridge Advisor. It was the first time someone had looked at their ...
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FAQ
(Baehr Content/general)
Frequently Asked Questions Why hire a financial advisor? Whether or not you are a financial expert, you are in charge of your own financial future. You may not have the time or expertise to develop ...
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Why Work with Us?
(Baehr Content/general)
An Alternative to the “hard of hearing” Advisor Isn't it frustrating when an advisor or other professional just doesn’t hear what you’re saying? We think so too. Getting to know you, understanding you, ...
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Welcome
(Baehr Content/general)
"Life can be stressful. Your finances don't have to be."Maybe you're already managing your finances well, but want to do better. You have areas that need improvement and are facing some challenges. Or ...
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Web Links
(Baehr Content/general)
... Advisors Exchange and Government New York Stock Exchange ...
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What We Are Not
(Baehr Content/general)
... not, and who we may not be a good fit for. We are not: Turn it All Over to Me Advisors – Because we’re not “asset gatherers” and don’t charge commissions or assets under management fees, we can advise ...
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How We Work
(Baehr Content/general)
... and sole proprietors. The core planning method for Alliance of Cambridge Advisors like Baehr Family Financial is the Open Retainer. Ongoing peace of mind and a high level of service is the advantage ...
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Meet Erin Baehr, CFP®, EA
(Baehr Content/general)
... Service. Erin is a member of NAPFA (National Association of Personal Financial Advisors) and the National Association of Tax Professionals. She serves on the advisory board for Pocono Women (www.poconowomen.com), ...
