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A Letter to My Son
(Baehr Content/Blog)
... of the year to make sure your W2 matches, and then destroy them (don’t throw them away). At tax time, when someone offers you a quick refund for a fee, run right to the IRS.gov site, file your return ...
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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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Hello January!
(Baehr Content/Blog)
... studying the code and getting my software up and running, I hope you’ll be gathering your paperwork for last year and starting off this year right with good recordkeeping (mileage deductors, don’t forget ...
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Budgeting Tools
(Baehr Content/Blog)
... the transactions for each day, right on the calendar. Mint.com and Wesabe.com have mobile and iPhone applications. Greensherpa.com and Cashflowinsite.com both allow you to share your accounts with an ...
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Preventing Broker Fraud
(Baehr Content/Blog)
... how you are paying. Don’t be afraid to ask for a second opinion—a competent second opinion (not your plumber or neighbor). If you have misgivings, or just want to be sure you’re on the right track, ...
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Preparing for Job Loss
(Baehr Content/Blog)
... pay it back right away, or is there a payment plan option? If you will not be able to repay the loan, it will be considered a distribution to you, and will be subject to tax, and, depending on your age, ...
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Tax Planning
(Baehr Content/services)
... in the right types of accounts they could reduce their tax burden. Now Ted and Elaine have a Cambridge retainer that provides them with a tax check-up in the spring and another in the fall. They no longer ...
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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)
... then that you're unsure if you're on the right track and making all the progress you could be? To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to ...
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Welcome
(Baehr Content/general)
... confused, and tired. But by going through a systematic process together, working through each of the pieces of their finances in a coordinated manner, they soon find a feeling of relief, many times right ...
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What We Are Not
(Baehr Content/general)
"Are We a Good Fit For You?" At Baehr Family Financial, we realize that our approach isn't right for everyone. It's important that you know not only who we are and who we work with, but also who we're ...
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How We Work
(Baehr Content/general)
... Copyright © Alliance of Cambridge Advisors, Inc. All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, ...
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Meet Erin Baehr, CFP®, EA
(Baehr Content/general)
... Click Here to Find Out "ACA Member" section: Copyright © Alliance of Cambridge Advisors, Inc. All domestic and international rights reserved. No part of this website, including text, graphics, et al., ...
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Saving Green by Going Green
(Baehr Content/Blog)
... of resources and save much needed money in the process. Before we get to that though, let’s put our financial difficulties in perspective. It may not feel this way right now, but we as Americans are wealthy. ...
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My Christmas Wish– Community News, 12/19/08
(Baehr Content/Blog)
... for, despite hard times and so much tragedy around us, and maybe right in our own families. In addition to the traditional New Year’s resolutions (save more, reduce debt, get your will in order—just a ...
