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Los Alamitos, CA 90720

Ahlstrom & Baker, CPAs

(714) 527-7272

 
The Junk Drawer Approach to Investing Suddenly Single: Three Steps to Take Now Emerging Market Opportunities Global and International Funds

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We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

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Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Junk Drawer Approach to Investing

The Business Cycle

How will you weather the ups and downs of the business cycle?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

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