Baxter Investment Group

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.”

07/24/2026

Meet Carla Baxter👋

Every great team has a person who holds it all together — and at Baxter Investment Group that person is Carla.

As one of our Administrative Assistants, Carla brings nearly a decade of experience, an unmatched level of patience, and a quiet dedication that keeps everything running smoothly behind the scenes. No matter what the day brings, she handles it with grace and a steady hand that the entire team relies on.

As the wife of our founder Scott and mother of Brady, Brett, and Brea, Carla isn’t just part of this team — she is the heart of this family. She understands what Baxter Investment Group stands for at its core, because she has been living it all along.

We couldn’t do what we do without her, and we are so grateful to have her. 💗

07/17/2026

Meet Caitlyn👋

Sometimes the path that’s meant for you looks nothing like the one you planned — and Caitlyn is a perfect example of that.

After 11 years as a dental technician, Caitlyn made a bold leap into a completely new world and discovered a love for working with people she never fully knew she had. In the year and a half since joining Baxter Investment Group as an Administrative Assistant, she has proven that it’s never too late to find something that truly clicks.

Caitlyn didn’t just want any job — she wanted the right fit. A place that felt like family, where she could grow, contribute, and be valued. As a mother, she understands firsthand what it means to plan for the people you love, and she brings that same care to every interaction with clients.

We are so lucky to have her as part of the Baxter Investment Group family!

07/10/2026

Meet Brea Baxter👋

We’re excited to introduce the newest member of our team here at Baxter Investment Group! Brea previously worked in sales for a marketing agency, where she discovered just how much she loves connecting with people. That passion, combined with seeing the real impact good financial guidance can have on people’s lives, led her to financial advising.

Brea is family oriented at heart, and that shows in how she works with clients — she wants every client to feel like part of the family. Making people feel comfortable and truly heard is always her top priority.

As part of our family-run team, Brea is eager to learn from those who have paved the path of success while embracing every opportunity for growth along the way.

We’re so glad to have her as part of the Baxter Investment Group family!

07/04/2026

As we celebrate the Fourth of July, we’re reminded that independence comes in many forms — including financial independence. While we gather with family & friends to celebrate our nation’s freedom, it’s also a great time to reflect on the goals that matter most & the future you’re building.

Our team is grateful for the opportunity to help individuals and families work towards financial confidence through thoughtful planning and personalized guidance.

Wishing everyone a safe, happy, and memorable Fourth of July!🇺🇸

07/02/2026

Time in the market beats timing the market & there is no better time to start than the present.

The core idea: the earlier you start, even with small amounts, the more time compound growth has to work in your favor. Consistency matters more than perfection — it's less about picking the "perfect" moment and more about staying invested through the ups and downs. Check out the Principal® article in comments for more info

06/26/2026

Meet Sue Sanger👋

Sue brings decades of experience to our team with a background in healthcare administration. Over the years, she has developed a deep specialty in helping individuals navigate Medicare and Medicare Advantage Plans — making complex decisions feel a little more manageable.

Sue’s passion is people. Whether you’re approaching retirement or simply trying to make sense of your coverage options, she’s the kind of representative who takes the time to truly understand your situation.

Be sure to follow her page Susan Sanger with Principal as she hosts weekly “Brew with Sue” at local coffee shops, rotating locations so don’t miss out! Anyone is welcome to stop in, grab a coffee & get their questions answered by one of the best!

We’re grateful to have her expertise apart of our team.

06/20/2026

Meet Brett Baxter👋

Brett brings a little something different to the table & that’s exactly what makes him a great fit for this team.

Before joining Baxter Investment Group, Brett spent years in customer support with Apple, where he sharpened the skills that matter most in this business: clear communication, creative problem solving, and the patience to meet people exactly where they are.

As the son of our founder, Brett didn’t just inherit a name — he inherited a standard. In his first year in the industry, he has jumped in with both feet, bringing a fresh perspective and a genuine desire to help the people he serves feel informed and confident about their financial future.

We’re excited to have Brett continuing the Baxter Investment Group tradition of putting clients first.

06/17/2026

Traditional IRA or Roth IRA — which one is right for you?

With a Traditional IRA, contributions may be deductible now, but you’ll owe taxes on every dollar you withdrawal in retirement. With a Roth IRA, you contribute after-tax dollars today and then your money grows completely tax free, meaning every dollar you pull out in retirement is yours to keep.

Learn more👇

Is it better to make Roth 401(k) contributions or save pre-tax? Workers shouldn't necessarily assume their tax bracket will be the same (or higher) after they retire.