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Preventing Broker Fraud
(Baehr Content/Blog)
... happen to you. First and foremost, always remember—it’s your money! Not being good with investments or disliking finance is no excuse. Never completely outsource the management of your money and investments ...
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Tax Planning
(Baehr Content/services)
... prospective clients, referral sources, and research. In addition, Ted and Elaine learned that by increasing their retirement savings they could actually increase their cash flow, and that by holding investments ...
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Specialties
(Baehr Content/services)
Financial and Tax Strategies for Independent Professionals Most professionals go into private practice to fulfill a lifelong dream. What they often don’t realize is that they’re also becoming business ...
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Investment Advice
(Baehr Content/services)
... are the costs and tax implications of the investments you select? Which types of investments should you hold in your retirement accounts instead of your brokerage accounts? When is the right time ...
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Financial Planning
(Baehr Content/services)
... and whole life insurance policies. They managed their own investments using a discount broker, following the advice in top magazines along with occasional suggestions from Maria's stock-broker brother. ...
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FAQ
(Baehr Content/general)
... What do you sell? Baehr Family Financial sells financial advice regarding goal setting, retirement strategies, taxation, investments, cash flow management, insurance, and other areas of personal finance. ...
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What We Are Not
(Baehr Content/general)
... you on your investments wherever they are held. We won’t pressure you to bring it all under “our roof,” but we do ask that you disclose all your assets so we can advise you competently. Typical Wall ...
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How We Work
(Baehr Content/general)
... we will work with you to construct a detailed listing of your assets, liabilities, and investments. Insurance For your insurance review appointment, we will want to see all of your existing insurance ...
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Meet Erin Baehr, CFP®, EA
(Baehr Content/general)
... the ankle bone; the ankle bone's connected to the leg bone; the leg bone's connected..." Well, holistic financial planning recognizes that your investments are connected to your taxes which are connected ...
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Struggling Homeowners Get Relief in New Law
(Baehr Content/Blog)
Originally published in the Eastern Pocono Community News, August 8, 2008 On July 30, President George W. Bush signed into law the much debated and long awaited American Housing Rescue and Foreclosure ...
