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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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Budgeting Tools
(Baehr Content/Blog)
... they are surprisingly accurate. What’s nice about these is that both you and your spouse, or anyone else you share finances with, can login and see where your finances are, making it easier for the less ...
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Preparing for Job Loss
(Baehr Content/Blog)
... to consider your options before making any decisions. Don’t lock yourself into an annuity or a “B share” mutual fund with a surrender period—in other words, no long term commitments with the money (other ...
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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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Investment Advice
(Baehr Content/services)
... need to make the best investment decisions. Baehr Family Financial will: Thoroughly discuss your goals before making investment recommendations; Look at all the financial risks you are taking ...
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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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Why Work with Us?
(Baehr Content/general)
... changing so rapidly, she couldn’t imagine doing less. Making Financial Jargon Understandable Do you know what it means to trade leveraged multiple synthetic collateral debt obligations? Not to worry; ...
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Welcome
(Baehr Content/general)
... you're feeling a bit out of control. If this sounds like you, you're not alone. Life is more complicated and busy than ever. Between juggling schedules and the never ending To-Do list, making financial ...
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What We Are Not
(Baehr Content/general)
... Street Advisors – We focus on making you feel comfortable, not intimidated or dazzled. We also work hard to keep our overhead efficient, so our fees can remain affordable. You may not find extravagant ...
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How We Work
(Baehr Content/general)
... review, but your relationship with us doesn't end there. We will continue to review each area of your financial plan on a regular basis, making adjustments as needed. And, of course, you have open access ...
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Saving Green by Going Green
(Baehr Content/Blog)
... making our earth a better place to live. And always be thankful! ...
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My Christmas Wish– Community News, 12/19/08
(Baehr Content/Blog)
... practical or even desirable to abandon holiday gift giving entirely, I’d like to offer a few suggestions on how to celebrate with a little more meaning. There are two websites making the rounds that are ...
