baldwinwealth.com
Newsletter | Baldwin Wealth, LLC
http://www.baldwinwealth.com/p/newsletter
116 Sutton Street, Maysville, KY 41056. IRS Raises Retirement Plan Contribution Limits. Check the background of your financial professional on FINRA's BrokerCheck. This is not a solicitation for sale of securities in any jurisdiction. Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.
baldwinwealth.com
Education Planning
http://www.baldwinwealth.com/p/education-planning
116 Sutton Street, Maysville, KY 41056. Education is such an important part of financial planning. Having resources available for education expenses can make such a difference for the person that is pursuing a higher education. Knowing that they can focus 100% on their education (rather than worrying about how to pay for it) can make a huge difference in the ultimate outcome. Check the background of your financial professional on FINRA's BrokerCheck. Advisory services offered through Cetera Investment Ad...
baldwinwealth.com
Money | Baldwin Wealth, LLC
http://www.baldwinwealth.com/resource-center/money
116 Sutton Street, Maysville, KY 41056. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are.
baldwinwealth.com
Links | Baldwin Wealth, LLC
http://www.baldwinwealth.com/p/links
116 Sutton Street, Maysville, KY 41056. Http:/ www.baldwincpas.com. Http:/ www.feedthepig.org. Http:/ www.360financialliteracy.org. Check the background of your financial professional on FINRA's BrokerCheck. This is not a solicitation for sale of securities in any jurisdiction. Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA.
baldwinwealth.com
Insurance
http://www.baldwinwealth.com/p/insurance
116 Sutton Street, Maysville, KY 41056. As you reach different stages in your life, you may have the need for different types of life insurance and varying amounts. If you have children or other individuals that rely upon your income for their livelihood, you may need life insurance to provide for them should the unexpected happen to you: how much insurance, how long the policy should be in force, and what type of insurance are just a few of the decisions we will advise you. Long-term care insurance is b...
baldwinwealth.com
Retirement Planning
http://www.baldwinwealth.com/p/retirement-planning
116 Sutton Street, Maysville, KY 41056. Our approach is to help you determine your income needs and the different sources of income available to you. We then look at the income tax consequences of your various sources of income and determine the best way for you to have enough income to meet your essential expenses for the rest of your life. We also plan for you to have some discretionary income to do those things that are desirable for you. As these choices can have income tax consequences, we are uniqu...
baldwinwealth.com
Tax | Baldwin Wealth, LLC
http://www.baldwinwealth.com/resource-center/tax
116 Sutton Street, Maysville, KY 41056. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. How Income Taxes Work.
cpapracticeadvisor.com
How Building a Firm of the Future is Paying Off for Baldwin CPAs
http://www.cpapracticeadvisor.com/article/10912217/how-building-a-firm-of-the-future-is-paying-off-for-baldwin-cpas
Product and Service Guide. A Year in the Life of.SALT Acct. A Year in the Life of.Payroll. How Building a Firm of the Future is Paying Off for Baldwin CPAs. By Isaac M. O'Bannon, Managing Editor. On Apr 2, 2013. G Alan Long, CPA.CITP, also a Harley enthusiast, has made the trek to Sturgis nine times. From the May 2013 issue. The CPA, who also holds the CITP and CGMA credentials, is managing partner of Richmond, Kentucky-based Baldwin CPAs ( www.BaldwinCPAs.com. Their largest initial step toward achieving...
SOCIAL ENGAGEMENT