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.
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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Tips to avoid checking in luggage on your next vacation.
Understanding how a stock works is key to understanding your investments.
Five phases to changing unhealthy behaviors.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
With alternative investments, it’s critical to sort through the complexity.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A special needs trust helps care for a special needs child when you’re gone.