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A Letter to My Son
(Baehr Content/Blog)
... how much you will give to a specific organization, and how much to keep aside for needs that you hear about. There is great joy in giving, especially when you can help out someone anonymously and see ...
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Budgeting Tools
(Baehr Content/Blog)
... before providing your personal information; I make no warranty as to the safety. While we’re talking about keeping money in our wallets, I’d like to mention a couple of sites to help you do that. The ...
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Smart Social Security Tips for Women
(Baehr Content/Blog)
... representative (they are very helpful) or a financial planner to crunch the numbers. ...
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Getting Started
(Baehr Content/general)
... amount of your assets, and the complexity of your situation. The Financial Review addresses your immediate financial issues with written recommendations to help you move forward. The review is offered ...
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Preventing Broker Fraud
(Baehr Content/Blog)
... Understand your investments; why you have them, what type they are, what kind of expenses they involve. A large part of my job is educating my clients about what they have and helping them make good ...
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Preparing for Job Loss
(Baehr Content/Blog)
... accounts or CDs, or borrow from a cash value life insurance policy if you have one. Access that line of credit, work part time, or look to family for help if possible. If you have no choice but to access ...
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Tax Planning
(Baehr Content/services)
"Skillful Tax Preparation and Planning...Helping You Minimize Your Tax Bill." You don't have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it's hard to imagine ...
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Specialties
(Baehr Content/services)
... the difficulty of divorce, as a CDFA™ Erin can help you have a clearer view of your financial future and avoid long term financial pitfalls. Working with your attorney, a CDFA™ can forecast the long-term ...
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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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Financial Planning
(Baehr Content/services)
“Life-Integrated Financial Planning...Helping You Fit the Pieces Together.” You likely have several financial planning pieces in place-you pay taxes, invest at least a portion of your savings, have some ...
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FAQ
(Baehr Content/general)
... a plan and make necessary financial decisions, or have the discipline to follow through. Baehr Family Financial helps you live the life you want by working as your partner and coach in the planning process. ...
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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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Who We Work With
(Baehr Content/general)
... someone I can trust to walk me through this and help me get a new start. As a client, you are likely to be successful working with us if you: Desire to have more organization in your financial life, and ...
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How We Work
(Baehr Content/general)
... value of an Open Retainer relationship. It Depends on Your Needs and Your Financial Comfort Level Financial Review Baehr Family Financial offers a Financial Review to help you focus more on living ...
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Surviving the Money Madness Series
(Baehr Content/Blog)
Last weekend Bill and I went up to Syracuse to visit my son (he’s a junior there). We visited his church Sunday morning, and Pastor John Elmer had just started a series on “Surviving the Money Madness.” ...
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Struggling Homeowners Get Relief in New Law
(Baehr Content/Blog)
... reform of the FHA combined with housing rescue is estimated to help more than 325,000 homeowners facing foreclosure at a cost to taxpayers of $25 billion. Here’s some of what your $25 billion is buying. ...
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Saving Green by Going Green
(Baehr Content/Blog)
... claimed instead. Thinning out and donating to a qualified charity will help them and help you next April. Keep records and consult a good valuation guide—your donation may be worth more than you may think ...
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My Christmas Wish– Community News, 12/19/08
(Baehr Content/Blog)
... give more of their presence rather than presents, and spend less. They are asking us to consider buying one less present and using the money saved to help solve the problem of the lack of clean water ...
