What is Your Financial Destination?
When it comes to making financial decisions for yourself, family, or business, knowledge, rational, and intelligent advice matter. At The Baker Group, everything we do is aimed to help individuals, families, and businesses understand their financial opportunities and plan for a strong future.
We believe in working with our clients through an in-depth process to understand what matters most to them and how their financial plan can help them pursue their goals. Before crafting recommendations, we spend a great deal of time getting to know our clients and building a trusted relationship. Contact us today to start working with a team of financial professionals that puts you and your needs first.Services We Offer Corporate Benefits Meet the Team Contact Us
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Lifestyle considerations in creating your retirement portfolio.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The true cost of raising a child may be far more than you expect.
Purchasing homeowners insurance is critical for protecting your home.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.