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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
What kind of auto insurance should you have? Do you know?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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.
There are three things to consider before dipping into retirement savings to pay for college.