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Jeff Baker
American Portfolios

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Jeff Baker American Portfolios  – “Seize the moment”

We are happy to help you manage your investments no matter whether you’re a seasoned investor looking for guidance, changing jobs or planning to retire and need help with your 401(k)/403(b), or just starting out, you’re welcome here!

Please feel free to send us your contact information and we’ll make a point of getting in touch with you as soon as possible to set up a time to meet in person. As always, our office never charges consulting fees so your visits are always on the house!

*Our office operates on a foundation of strict client confidentiality, your personal information will never leave the office.

Thank you, and we look forward to speaking with you soon.

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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

The Great Debate Continues: Active vs. Passive

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Saving for College

This calculator can help you estimate how much you should be saving for college.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much of your Social Security benefit may be considered taxable.

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Principles that can help create a portfolio designed to pursue investment goals.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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There are some smart strategies that may help you pursue your investment objectives

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There are some key concepts to understand when investing for retirement

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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