William Baker & Associate, Inc.

Welcome to William Baker & Associates, Inc., where you’ll find a wealth of information.

William Baker & Associates, Inc. featured in The Trust Equation: The Savvy Investor's Guide to Selecting a Competent, Ethical Financial Advisor by Steven Drozdeck and Lyn Fisher.  Click here to learn more.

 We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of wealth management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. 

We have added a link to LaToya Parker's Web Site in the upper right hand corner.  LaToya was recently on CBS morning news.  Click here to see the video.  Her site has a lot of valuable information so please take some time to check it out. 

  

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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