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A Taxing Season
(Baehr Content/Blog)
... should be planned out in advance so as to maximize the tax benefit and avoid making non-qualified distributions leading to penalties and taxes. One more trap to watch for: Make sure your withdrawal is ...
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Smart Social Security Tips for Women
(Baehr Content/Blog)
... and may spend a good deal of time out of the workforce to care for families, women facing retirement may have fewer retirement resources, maximizing Social Security benefits available is critical. The ...
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Preparing for Job Loss
(Baehr Content/Blog)
... taking into consideration reduced commuting and child care costs, but increased job hunting expenses. Understand the options for your benefits now, and if you don’t, talk to your human resources department ...
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Specialties
(Baehr Content/services)
... effects of the divorce settlement. This includes details of all tax liabilities and benefits. Developing a long-term forecast for their financial situation is far better than a short-term snapshot. Financial ...
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Investment Advice
(Baehr Content/services)
"Objective Investment Advice...Helping You Make Better Investment Decisions." There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from ...
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What We Are Not
(Baehr Content/general)
... the benefit of a planning relationship. You prefer to invest in a commission based product, where the advisor is compensated by the sale. While we believe the fee only approach provides great value, it ...
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How We Work
(Baehr Content/general)
... policies and employee benefit handbooks. To the extent allowable by law, we will take the time to make sure that you understand your existing policies and provide any recommendations for changes. Estate ...
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Struggling Homeowners Get Relief in New Law
(Baehr Content/Blog)
... loan. The costs are high, but fair considering the benefits. Long term reform: The legislation did include reform as well as assistance, and created a new regulator to oversee Fannie Mae and Freddie Mac. ...
