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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tips to avoid checking in luggage on your next vacation.
Retirees traveling abroad need to know that their health insurance travels with them.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.