Baxter Investment Group

10/16/2026

The office has one very important task today….celebrate Brett!
Help us wish him a very happy birthday! We hope you have a great day, Brett—you deserve it! 🥳

10/08/2026

A great evening at Iron Tee Golf! ⛳️
We enjoyed bringing together friends of Baxter Investment Group for an evening of good conversation, friendly competition, and plenty of fun. We’re always grateful for opportunities to connect, build relationships, and enjoy time together outside the office!

10/06/2026

Medicare Open Enrollment is right around the corner! 🩺

October is a great time to start reviewing your Medicare coverage and thinking about what you may need for the year ahead.
Medicare Open Enrollment runs October 15 through December 7, giving you an opportunity to review your current health and prescription drug coverage and make changes for 2027 if needed.

Take a little time now to review your coverage so you're not scrambling as the deadline approaches.

Have questions about your Medicare options? We're here to help.

10/01/2026

🍂 Happy October from Baxter Investment Group!

A new month is a great opportunity to pause, check in, and make sure you’re still on track with the goals that matter most.

As we head into the final months of the year, take a little time to review your retirement contributions, investment goals, insurance coverage, beneficiaries, and plans for the year ahead.

Here’s to a productive October and finishing the year strong! 🍁

— The Baxter Investment Group Team

09/29/2026

Life changes. Your insurance should keep up.

Turning 65? Starting a new job? Between coverage? Looking for extra protection?

From Medicare to health, dental, vision, accident and supplemental coverage, Susan is here to help you navigate your options.

📅 Medicare Open Enrollment is coming up!
October 15 – December 7

It’s a great time to review your current coverage and see what options may be available for the year ahead. ✨

09/20/2026

Rain or shine, the Quad Cities Classic 2026 was a hit! Baxter Investment Group was honored to continue its sponsorship and be part of another great weekend of pickleball at the Quad Cities Pickleball Club.

Supporting and participating in local events like this is something we’re proud to be a part of.

Great job to everyone who played throughout the weekend! We look forward to continuing to support events like this and seeing everyone back on the courts next year!

09/18/2026

September is Life Insurance Awareness month💙 It is the perfect reminder to ask yourself…

If something happened to you tomorrow, would your family be taken care of?

It is not a comfortable question, but it is one of the most important ones you can answer. Life insurance is one of the most overlooked pieces of a solid financial plan, yet it’s one of the most powerful. It is not about planning for the worst, it’s about making sure the people who depend on you are protected no matter what.

Life insurance is not just a policy, it’s a promise to the people you love most. If you have been putting off the conversation, let this be the nudge you needed.

https://www.baxter-investment-group.com

09/10/2026

Meet Wally👋

We are so excited to introduce the newest member to our team — Wally!

Wally has been a financial advisor with Principal for 27 years. That is not just a career, it is a lifelong dedication to helping people navigate their financial future with confidence and trust.

Before stepping into the world of financial advising, Wally owned and operated his own automotive parts business. That hands on experience as a business owner gives him a perspective that is hard to find — he doesn’t just understand the numbers, he understands the people behind them. He knows first hand what it takes to protect what you have worked so hard to create.

We are incredibly grateful to have someone of Wally’s experience, heart, and wisdom on our team. Welcome to the family, Wally🎉

08/20/2026

Most people know they should be saving for retirement — but not everyone knows all the tools available to them.

A Roth IRA is one of the most flexible and tax-friendly ways to save, and it’s one that often gets overlooked. Withdrawals from both your contributions and growth are tax-free, and there are no required minimum distributions — meaning your money works on your timeline, not the government’s.

Whether you’re just starting out or looking to diversify what you already have saved, it’s worth understanding if a Roth IRA makes sense for you.
Learn more here 👉 https://www.principal.com/individuals/learn/what-roth-ira-and-how-do-i-use-it-save-retirement

07/30/2026

Most of us spend decades working toward retirement — but very few of us actually stop to ask: am I on track? Could I retire sooner? Or do I need to be doing something differently right now?

65 has become the default answer, but retirement readiness looks different for everyone. The earlier you understand what you’ll need, the more options you have.

This article from Principal breaks down 6 key questions worth asking yourself— no matter where you are in your journey. 👇

Looking for signs it’s time to retire? These questions may help you determine whether financial and emotional pieces point to “yes.”