Megan R Baer, Co-Owner with Tandem Financial Team LLC

08/29/2026

08/28/2026

08/24/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

08/20/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4wZPQmp
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

08/07/2026

Great minds think alike! 👯‍♂️

Fit Friday: Tandem Edition. 😎

Megan and I got together today to work on the business… and apparently forgot to coordinate who was wearing the black shirt and Tandem hat.

Good conversation. Big ideas. Matching uniforms completely unplanned.

08/04/2026

Think about it... when was the last time you heard of a great financial strategy AND actually implemented it?

We see it all the time - too many great ideas, too little time.

We fix that by listening and understanding what works for you. Planning is ultimately about people, not spreadsheets.

As a result, years down the road you won't be saying, "I wish I would have..."

Read our 4 minute "Tandem's Insight #1" here: www.tandemfinancialteam.com/great-advice-begins-with-great-listening

07/30/2026

The question isn't what's best. It's what matters most.

07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4wrZYUz
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/22/2026

🤝

Investing in our craft today, so we can deliver even more thoughtful, disciplined, and meaningful client transformations tomorrow. Grateful to learn alongside about 40 other professionals committed to excellence.