Bahr Investment Group Services
As Investment Advisor Representatives with LPL Financial, we help our clients define their long-term investment objectives and build personalized investment portfolios designed to help work towards them. Find out more about our services.
We've designed our LIFE Process™ to provide a framework which helps us address the qualitative aspects of our client's lives as well as the quantitative elements. This allows us to truly listen, clearly understand and invest your money in the path of your dreams.
Candace is honored to be recognized as a KPBS Local Hero for her outstanding community service over the past 25 years. Click on the 1 minute video below to learn more:
Take a Look At Our Approach
At Bahr Investment Group we’ve built a team that is highly experienced and dedicated to working together toward our clients' success. Click on this one-minute video to see Candace explain our business philosophy.
Looking for a trusted partner to help you work toward your financial goals? Call us at 1-800-200-8198 to learn more about our services.
Candace's Work Has Been Featured In:
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are things about Social Security that might surprise you.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Knowing your options when a CD matures can help you make a sound investment decision.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
When do you need a will? The answer is easy: right now.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.