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Client CenterWhat 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.
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Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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When Markets React
When markets shift, experienced investors stick to their strategy.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.