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A Letter to My Son
(Baehr Content/Blog)
... and soon to be college graduates entering the work force, and another ready to drive, with all of financial responsibilities these phases bring. But one of our children is especially on my heart as I ...
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Everyday Money
(Baehr Content/general)
... offers opportunities for you to learn more about managing your money and understanding financial products. Workshops are free, and are held at our 742 Ann Street, Stroudsburg office. Financial Planning ...
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A Taxing Season
(Baehr Content/Blog)
... and 2010. That gives you more to work with for the "no double dipping rule" that prevents you from using the same expenses for both an education credit or deduction and a 529 plan withdrawal. Account withdrawals ...
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Hello January!
(Baehr Content/Blog)
... it feels good to get back to work. January also means the beginning of tax season—my favorite season. Weird, I know, but I enjoy the number crunching and adrenaline rush of the deadlines. So while I’m ...
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Budgeting Tools
(Baehr Content/Blog)
... the SUV is more comfortable, it isn’t worth the extra cost to me to drive it every day. There are many different ways to track your spending, from paper budget worksheets to software programs to budgeting ...
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Smart Social Security Tips for Women
(Baehr Content/Blog)
... and may spend a good deal of time out of the workforce to care for families, women facing retirement may have fewer retirement resources, maximizing Social Security benefits available is critical. The ...
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Getting Started
(Baehr Content/general)
Initial Consultation The first step in exploring a working relationship with us is the initial consultation. The consultation typically lasts 60-90 minutes, and is a way for us to get to know each other ...
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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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Preparing for Job Loss
(Baehr Content/Blog)
... working on a goal like this can go a long way toward the peace of mind that comes from doing something to improve the situation. Work hard to reduce consumer debt, and pay it down so your monthly obligations ...
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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)
... owners. If you’re a professional in business for yourself, such as a consultant, dentist, therapist, or perhaps a musician, Baehr Family Financial can work with you to structure the finances of your practice ...
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Investment Advice
(Baehr Content/services)
... doing. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation. Your portfolio will work harder for you when it contains ...
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Financial Planning
(Baehr Content/services)
... wise were actually hurting them. No area of their finances was accomplishing what they wanted it to. Working with a Cambridge Advisor, Gene and Maria built a solid foundation for their financial future. ...
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FAQ
(Baehr Content/general)
... a plan and make necessary financial decisions, or have the discipline to follow through. Baehr Family Financial helps you live the life you want by working as your partner and coach in the planning process. ...
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Why Work with Us?
(Baehr Content/general)
... planner? Not a whole lot. You can be sure though, that Erin has the technical expertise to back up the title. To become a Certified Financial Planner™ she took extensive coursework and passed a comprehensive ...
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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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Web Links
(Baehr Content/general)
... Yardeni's Economics Network Industry Blend Dilbert on Investing ...
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What We Are Not
(Baehr Content/general)
"Are We a Good Fit For You?" At Baehr Family Financial, we realize that our approach isn't right for everyone. It's important that you know not only who we are and who we work with, but also who we're ...
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Who We Work With
(Baehr Content/general)
... someone I can trust to walk me through this and help me get a new start. As a client, you are likely to be successful working with us if you: Desire to have more organization in your financial life, and ...
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How We Work
(Baehr Content/general)
Baehr Family Financial can work with you in a variety of ways; with an open retainer, a financial review, hourly sessions, or something in between. Above All, We're Flexible. Different clients have ...
