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) 564-3690. 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 email@example.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.
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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
At what point can you call a personal vehicle commercial?
Is your estate in order? This short quiz may help you assess your overall strategy.
For many, retirement includes contributing their time and talents to an organization in need.
Here's a breakdown of how the federal government spends your tax money.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Make your retirement as exciting as your next vacation.
Learn how to harness the power of compound interest for your investments.