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Planning your Future

Let us help you plan now so that you can pursue a comfortable retirement for the future.

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Our Advisors

Our advisors meet with you on an ongoing basis to reassess your goals and objectives and realign your investments as necessary.

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Managing your Wealth

When you’re determined where you want to go, we work with you on a plan to help you get there.

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Understanding Today's Financial Environment

Welcome, we are Baldwin Wealth, LLC, a financial organization in Maysville, KY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

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

How Much Home Can I Afford?

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

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Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Power of Compound Interest

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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