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.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The latest trends in travel reflect a rich menu of exciting new possibilities.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
An inside look at how marginal income tax brackets work.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
You’ve made investments your whole life. Work with us to help make the most of them.