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.
COVID-19 (Coronavirus) Update
As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial needs.
Our physical office location is now closed to the public, but we are available to you. My team and I are still working and expect to be able to service your needs with minimal interruption.
We are available by phone at (606) 371-5690. If no one is able to answer, please leave a message and we will get back to you as soon as possible. You can also send an email to firstname.lastname@example.org and we will call you back at our earliest opportunity. As a reminder, we are not permitted to take orders for trades that are left via email or voicemail.
We know this is a challenging time for everyone, and the situation is changing daily. We are open for business and are here for you. If you would like to discuss your financial needs, have any questions or just want to check in, please call or email us. As always, we are here for you.
Thank you for the trust you have placed in us, and we hope you stay safe and healthy.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
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.
Do you know these three personal finance sayings?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.