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A Letter to My Son
(Baehr Content/Blog)
... The Places You’ll Go!” I don’t know how it happened so fast, but we are at a time in our family where our children are entering new stages of grown up life. We have a couple having a baby, recent ...
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A Taxing Season
(Baehr Content/Blog)
The holiday decorations are put away, things have been tidied up and we've turned the page on another year. No need for post-holiday blues, though — a new season is coming. This time instead of opening ...
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Budgeting Tools
(Baehr Content/Blog)
... enough time in the day to get everything done, and the dreaded chore of keeping track of the finances ends up pushed off again, leaving behind the nagging feeling that you should be doing something about ...
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Smart Social Security Tips for Women
(Baehr Content/Blog)
The US Department of Labor estimates that almost 90% of women will end up solely responsible for their financial well being. Given that women tend to earn less than men over their lifetimes to begin with, ...
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Getting Started
(Baehr Content/general)
... better, and to see if our services would be a good fit for your individual circumstances. There is no charge for a consultation, and you are under no obligation to work with us. We'll spend the time ...
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Article Links
(Baehr Content/services)
... Six Money Tips for Cash Strapped Interns--FoxBusiness.com http://www.foxbusiness.com/story/personal-finance/financial-planning/college-education/financial-tips-interns/ Top 10 Mistakes of First-Time ...
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Important Disclaimer
(Baehr Content/general)
... suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication ...
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Tips for Summer Interns
(Baehr Content/Blog)
... internship. Better yet, an internship close to home can ultimately eliminate rent and utility costs. Some interns can take advantage of housing at local universities, which also sometimes offer meal plans ...
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Preventing Broker Fraud
(Baehr Content/Blog)
... financial sophistication is alarming. There were precautions that could have been taken, but when times are good and returns are tempting we tend to get lazy in our diligence. Here’s how to not let that ...
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Preparing for Job Loss
(Baehr Content/Blog)
... funds during the period of unemployment, it is better to have it outside of a retirement account, rather than possibly being subject to an early withdrawal penalty. Plan a new budget for a time of unemployment, ...
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Tax Planning
(Baehr Content/services)
... that apply to your situation. We work with you throughout the year, not just when it's time to prepare your return. Do you want to find out how you can reduce your tax burden? You might be able to ...
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Specialties
(Baehr Content/services)
... visit www.institudedfa.com. College Planning College is Expensive; We Can Help. The rising cost of college and the virtual necessity of a degree in today's job market, combined with the short time horizon ...
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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)
Frequently Asked Questions Why hire a financial advisor? Whether or not you are a financial expert, you are in charge of your own financial future. You may not have the time or expertise to develop ...
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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)
... for a one-time transaction better suited for a commission based sale. We take the holistic approach to financial planning seriously, and wouldn't feel right about investing your money for you without ...
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Who We Work With
(Baehr Content/general)
... things myself. But everything is so different now, and I don't have the time or inclination to keep up with it all. We've been so busy just getting through the day, that we've neglected our finances. ...
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How We Work
(Baehr Content/general)
... different needs. You may be very comfortable handling your own finances, but work with us on an hourly basis from time to time to guide and validate decisions. You might have specific planning issues ...
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Maxed Out Movie
(Baehr Content/Blog)
... been very positive, and convinced me to order a copy. When I watch it I’ll post my own review here. In the meantime, here’s an article from the Washington Post about “Maxed Out:” Read more... ...
