Jill Baker, CRPC

Does saving for college and retirement feel like a balancing act with a one or the other answer? We can recommend steps that give you flexibility and the best chance of success.

When it’s safe to do so, where are you planning to visit? Here's how travel has changed and what to expect for vacationing.

My little Bubbletons! #tbt

Happy Easter! What an amazing day. The egg hunt was obviously too serious to look up for a photo.

Being self-employed brings unique and complex tax considerations. In partnership with your tax professional, I can develop a personalized financial strategy for your business.

What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.

Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.

Merry Christmas!

Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.

Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.