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Budgeting Tools
(Baehr Content/Blog)
... you to import transactions from your bank accounts and credit cards, which can be a huge time saver. Once your transactions are categorized (remember they can be as broad or narrow as you like), spending ...
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10 Things Financial Planners Won’t Tell You
(Baehr Content/Blog)
... provides advice to clients about how best to handle their money. (As opposed to money managers, for example, who actually manage your accounts.) And since there’s no required training or experience necessary, ...
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Preventing Broker Fraud
(Baehr Content/Blog)
... with Schwab wrote large checks to herself out of the accounts of elderly clients over a period of time. Apparently no one noticed or opened the statements. Depending on the type of account you have, ...
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Preparing for Job Loss
(Baehr Content/Blog)
... in certificates of deposit or money market accounts. That amount may seem insurmountable, but don’t let that discourage you. Start small and be faithful. In a world where things seem so out of our control, ...
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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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FAQ
(Baehr Content/general)
... accounts with custodians or brokerage firms we recommend, or you may choose to stay with your existing investment firm(s). When there is a need for an insurance product, I can recommend reliable, efficient ...
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Struggling Homeowners Get Relief in New Law
(Baehr Content/Blog)
... a 3 percent origination fee to the FHA. Because the government is taking on the risk of guaranteeing the loan, the FHA will do full underwriting and verify employment, income, bank accounts, credit scores, ...
