Planning your Future
Let us help you plan now so that you can pursue a comfortable retirement for the future.Learn More
Our advisors meet with you on an ongoing basis to reassess your goals and objectives and realign your investments as necessary.Learn More
Managing your Wealth
When you’re determined where you want to go, we work with you on a plan to help you get there.Learn More
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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Five phases to changing unhealthy behaviors.
How long does a $20 bill last?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When considering life insurance, it's important to understand your options.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you explored all of your choices when it comes to managing your taxable income?
Are Real Estate Investment Trusts right for your portfolio?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Taking your Social Security benefits at the right time may help maximize your benefit.