Navigating Today’s Financial Environment
Welcome to Baker Financial Services, a full service financial planning firm in Arlington, Texas. For over 30 years, we have offered comprehensive financial guidance to our clients. While there are unique challenges when building wealth and planning for the future, we work hard to help each client navigate their way toward financial independence. Whether you are preparing for retirement, beginning an investment program or need a financial blueprint, our personalized service is designed to help you reach your goals and objectives.Contact Us
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Making the most of surprises is a great reason to work with us.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
An inside look at how marginal income tax brackets work.
It sounds simple, but paying yourself first can really pay off.
A windfall from a loved one can be both rewarding and complicated.
When considering life insurance, it's important to understand your options.
Lifestyle considerations in creating your retirement portfolio.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Have you explored all your options when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Do you have causes that you want to support with donations?
Here’s a crash course on saving for college.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.