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10 Things Financial Planners Won’t Tell You
(Baehr Content/Blog)
Tags: [retirement, iras, ira, qualified retirement plans, rollover, financial planning, risk management] ...
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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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Who We Work With
(Baehr Content/general)
Tags: [retirement, doctors, dentist, retirement plans] ...
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A Taxing Season
(Baehr Content/Blog)
... into whether a conversion is right for you; your tax rate now, your expected taxable income in retirement, your ability to pay the tax due from outside sources, and more. There are also some creative strategies ...
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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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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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Tips for Summer Interns
(Baehr Content/Blog)
I was quoted in this article by Hope Holland on FoxBusiness.com: Finding an internship can be hard enough, but with today’s economy, finding a paid internship in some fields is borderline impossible. ...
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Preparing for Job Loss
(Baehr Content/Blog)
... that emergency fund. If your company has discontinued the 401(k) match, a job loss seems inevitable, and you have very little resources other than your retirement account, you may want to consider suspending ...
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Tax Planning
(Baehr Content/services)
... no major tax legislation is enacted. How much of that money is yours? Wouldn't you rather see those funds in your bank account or put aside for your retirement or other financial goals? Do you want ...
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Specialties
(Baehr Content/services)
... decisions must be made that not only take care of immediate family needs, but retirement needs as well. Erin can help you think through what the divorce will really cost in the long run and develop a ...
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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)
... insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life. Is it any surprise ...
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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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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)
... Now college for the kids and our retirement seem so close, but we don't have any idea if we're ready. It seems like more and more of my income is being swallowed up by taxes. I understand that taxes ...
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How We Work
(Baehr Content/general)
... fee. "Retirement Readiness" is a popular Financial Review topic. The review may also be an introduction to a full service relationship with Baehr Family Financial. We can discuss your next steps at the ...
