Ellie Baker, CFP

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

10/29/2025

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.

10/22/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

10/15/2025

Paying for your children’s college doesn’t have to delay your retirement.

I'm here to help you find the right balance for both, so you can stay on track without losing sight of what matters most – your family’s future.

10/10/2025

Big Tech stocks have had an impressive run over the past couple of years, but valuations are becoming stretched. If you’d like to discuss investment opportunities that can provide diversification benefits and help mitigate the risks, let’s connect.

Find out what you may be missing.

11/28/2023

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

11/13/2023

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this ?

11/11/2023

Thank you to the heroes who have served our country with courage and dedication. We are forever grateful.

10/31/2023

Have a spooktacular Halloween full of sweets and treats! How are you celebrating the day?

10/24/2023

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

10/16/2023

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?