Bair Financial Planning

31/10/2026

🎃👻 Happy Halloween from all of us at Bair Financial Planning! We hope your day is filled with a little magic, lots of laughter, and plenty of sweet treats (no tricks, of course! 😉). Whether you're celebrating with family and friends, dressing up, or enjoying a cozy night in watching your favorite scary movie, we hope it's a BOO-tiful day! Wishing you a safe, happy, and spook-tacular Halloween! 🧡🕸️

31/10/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

30/10/2026

🎃👻 A little food, a lot of fun, and plenty of Halloween spirit! We had a spook-tacular time at our Annual Halloween Potluck Party yesterday! From the tasty dishes and festive treats to the laughs and good company, it was the perfect excuse to step away from our desks, relax, and enjoy a little midday fun together. Here's Marci with a fantastic spread of all of the delicious offerings we had!

And let's be honest... the best part of a potluck might just be the leftovers! 😉 After all, holiday calories don't count, right? Especially when there's enough delicious food to enjoy twice!

A big thank you to everyone who brought something to share and helped make the day so much fun. We're already looking forward to next year! 🧡🍂

24/10/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

22/10/2026

⭐ Happy National Leave a Review Day! ⭐

We love what we do, and there’s nothing more rewarding than hearing how we’re making a difference in our clients’ lives. Your kind words mean so much to us, and your feedback helps us continue to grow, improve, and provide the thoughtful guidance and personalized service you deserve.

Curious what other clients are saying? Visit our Client Testimonials page to hear their experiences. And if we’ve had the pleasure of working with you, we’d be grateful if you’d take a moment to share your own experience!

💬 Read client testimonials: https://www.bairfinancialplanning.com/client-testimonials

⭐ Leave us a Google Review: https://tinyurl.com/BairFinancialGoogleReviews

Thank you for trusting us with your financial journey. We’re honored to be part of it! 💙

20/10/2026

What a shot! 📸

The photos from our Client Celebration party last month are officially in and now LIVE on our website! Everyone looks absolutely fabulous, and we can’t wait for you to relive the memories with us. Head over to our website to check them out! 🥰 https://www.bairfinancialplanning.com/2026-client-appreciation-party

Thank you for making the evening so special. We appreciate you more than you know! ❤️

Enjoy this little video compilation of some of the photos of the people who make what we do so special.

17/10/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

16/10/2026

🎉 Happy National Boss’s Day! 🎉

Today, we’re celebrating the incredible leaders behind Bair Financial Planning, Marci Bair and Victor Orozco! 👏

Not only are Marci and Victor respected leaders in our industry, but they are also inspiring mentors who lead our team with vision, dedication, and genuine care. We’re grateful for the guidance, encouragement, and passion they bring to everything they do.

From Alondra, Emily, and Corey - thank you both for leading by example and helping our team grow and thrive! We’re so lucky to have you leading the way. 💙

Join us in celebrating Marci and Victor this National Boss’s Day! 🥳

13/10/2026

💗🎗️ Today, on World Breast Cancer Awareness Day, we stand together in love, hope, and solidarity with everyone who has been affected by breast cancer. To all those fighting, survivors, families, and loved ones, we send you strength, courage, and endless love. 💕

We also send a heartfelt thank you to the doctors, nurses, and healthcare professionals who work tirelessly to care for, support, and fight alongside those facing this disease. Your dedication, compassion, and commitment make a world of difference. 🩺🤍

Together, let’s continue to raise awareness, encourage early detection, support one another, and never lose hope. No one should have to face this journey alone. 🎀💗

For every fighter, every survivor, every angel we carry in our hearts, and every hand that helps heal — today and every day, we stand with you. 💞

12/10/2026

🥧Get your Thanksgiving Pie & raise money for a WONDERFUL cause! 🥧

Whether you love a classic apple pie or a pumpkin pie loaded with whipped cream, Mama's Kitchen has you covered! And what could be sweeter than a pie that makes a difference? ❤️

Each pie sold allows Mama’s Kitchen to cook, prepare, and deliver 10 meals to home-bound individuals vulnerable to malnutrition due to HIV, cancer, heart disease, type 2 diabetes, or chronic kidney disease.

Not a pie fan? You can also order a "Holiday Feast" as a tax-deductible monetary donation that goes directly to feeding those in need! 🦃

NOTE: Be sure to select "Marci Bair" as your "Pie Seller" when prompted in the order form:
https://mamaspies.org/seller/marci-bair/

Pies will be ready for pick up Wednesday, November 25th, from 10 a.m. until 5 p.m 🙏

Who says you can't have your pie and eat it too? 😋