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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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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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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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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)
... year. We will systematically review every aspect of your financial situation and make appropriate recommendations. Taxes Your tax-related appointments may include income tax preparation, amending prior ...
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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)
... Property tax deduction: Beginning this year, taxpayers who do not itemize on their federal tax returns can deduct a portion of their property taxes, up to $500 for individuals and $1,000 for married filing ...
