Baxter & Associates, Inc.

Helpful Content

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Regardless of how you approach retirement, there are some things about it that might surprise you.

It sounds simple, but paying yourself first can really pay off.

What can be learned from the savings rate?

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

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Estimate the potential capital gains taxes due on your transactions.

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

This calculator can help determine whether it makes sense to refinance your mortgage.

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

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Assess how many days you'll work in 2012 to pay federal tax liability.

How federal estate taxes work, plus estate management documents and tactics.

Estate conservation is too important to put off. Do you have a smart exit strategy?

Why are 401(k) plans, annuities, and IRAs so popular?

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Understanding the cycle of investing may help you avoid easy pitfalls.

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What does your home really cost?