Process Over Product, People Over Everything
By the time you read this, Tom Brady will have played in his 10th SuperBowl. No matter your...
Read Moreby Michael H Baker | Feb 13, 2021 | Financial Planning
By the time you read this, Tom Brady will have played in his 10th SuperBowl. No matter your...
Read Moreby Michael H Baker | May 26, 2017 | Financial Planning
According to the 2016 Insurance Barometer Study by Life Happens and LIMRA, 1 out 3 households...
Read Moreby Michael H Baker | May 19, 2017 | Financial Planning
In the many years that I have been fortunate to work with couples and families as a financial...
Read Moreby Michael H Baker | May 12, 2017 | Financial Planning, Retirement Planning
I recently read a book by Andy Andrews that was titled The Little Things, and if you’ve...
Read Moreby Michael H Baker | Nov 23, 2016 | Financial Planning
Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the election results, I decided to wait a few more days and reflect on the best way to offer a...
Read Moreby Michael H Baker | Oct 27, 2016 | Financial Planning, Investor Education
Political Rhetoric vs Facts I think it’s quite fair to say that this year’s election is more fit...
Read Moreby Michael H Baker | May 23, 2016 | Financial Planning, Investor Education
Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been in the financial industry long enough to hear some pretty creative metaphors for financial...
Read Moreby Michael H Baker | Mar 10, 2016 | Financial Planning, Investor Education, Retirement Planning
As long as we have people writing about personal finance, we will have people writing about the destructive nature of debt. It’s one of those topics that always seems to be relevant, and it’s discussed from just about every...
Read Moreby Michael H Baker | Oct 2, 2015 | Financial Planning, Investing, Investor Education, Market Reviews, Retirement Income
In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners would hope that it would be only a trivial matter, as investing is a long-term game to be...
Read Moreby Michael H Baker | Sep 24, 2015 | Financial Bits, Financial Planning, Investing, Investor Education, Retirement Planning
This is an interesting topic, and to be honest, the truth is that even I, a financial pro, hate to budget (gasp!). That’s right, I don’t consider it fun or empowering. It doesn’t fill me with financial superpowers or...
Read Moreby Michael H Baker | Dec 11, 2014 | Retirement Income, Retirement Planning
I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4...
Read Moreby Michael H Baker | Oct 21, 2014 | Investor Education, Retirement Planning
The issue of investment fees and expenses for investors today has become a hot topic in both the...
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