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A Letter to My Son
(Baehr Content/Blog)
... deductibles. Keep that deductible amount in your savings account, just in case. Start a Roth IRA. Someday you will want to retire. I promise you’ll be glad you started young. You really won’t ...
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A Taxing Season
(Baehr Content/Blog)
... may find a smaller refund than expected, or possibly have a balance due. Some couples may find themselves in the same position, if they have a combined adjusted gross income of $150,000 or more and separately ...
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Hello January!
(Baehr Content/Blog)
January in the northeast… for most people it’s just a cold miserable month. But I realized this year as the calendar changed how much I like the month and the newness it brings. After all, I am ...
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Budgeting Tools
(Baehr Content/Blog)
“What’s in your wallet?” So goes the question on the Capital One credit card commercials. Some of us may answer “a hole!” because the money seems to drain out. But where does it go? There’s just not ...
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Smart Social Security Tips for Women
(Baehr Content/Blog)
... a start. Here are just two: SSA Benefit Calculators www.ssa.gov/planners/benefitcalculators.htm Retirement Estimator www.ssa.gov/planners/calculators.htm You may also wish to speak with a Social Security ...
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Preventing Broker Fraud
(Baehr Content/Blog)
... to someone else. I have clients who are do-it-yourselfers who just want a little direction, those who find it valuable to collaborate with me on their finances, and those who want to delegate the paperwork ...
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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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Investment Advice
(Baehr Content/services)
... market upswings and weather any downswings. How do you decide whether to buy an individual stock, a mutual fund, treasuries, commodities, or just leave your money in your savings account? What ...
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FAQ
(Baehr Content/general)
... in the miscellaneous section of Schedule A. This deduction is subject to a 2% floor of adjusted gross income. If you have a business or rental income, a partial deduction may be taken on Schedule C or ...
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Why Work with Us?
(Baehr Content/general)
An Alternative to the “hard of hearing” Advisor Isn't it frustrating when an advisor or other professional just doesn’t hear what you’re saying? We think so too. Getting to know you, understanding you, ...
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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)
... end of the process. Just a Few Questions? We can schedule limited work sessions for those times when you have a few questions, or want to check in periodically while doing most of the implementation work ...
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Surviving the Money Madness Series
(Baehr Content/Blog)
Last weekend Bill and I went up to Syracuse to visit my son (he’s a junior there). We visited his church Sunday morning, and Pastor John Elmer had just started a series on “Surviving the Money Madness.” ...
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Struggling Homeowners Get Relief in New Law
(Baehr Content/Blog)
... Prevention Act of 2008. There was no fanfare or celebration; just an acceptance that there are no easy answers for our housing crisis, but something had to be done. How much was enough? How much was too ...
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Saving Green by Going Green
(Baehr Content/Blog)
... Not just well off, or comfortable, but wealthy. Do you have a place to sleep tonight? Are you wearing clothes? Did you eat today? If you can answer yes, then you are richer than 75% of the world’s population. ...
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My Christmas Wish– Community News, 12/19/08
(Baehr Content/Blog)
... I hope we have seen the end of conspicuous consumption. But I also hope as a society we don’t just go from placing too much faith and trust in money because of our abundance, to spending too much time ...
