Broker Check
Retirement Planning Wealth Management Insurance Education Planning

Planning your Future

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

Learn More

Our Advisors

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 suzan.ross@baldwinwealth.com 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.

Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

When Do You Need a Will?

When Do You Need a Will?

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

 

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

View all presentations arrow

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow