(508) 747-0555

Baker Financial Services

16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities

Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow