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

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4jopPZX

If it gets you thinking about your own plans, send me a message.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/46OawCq
If this sounds like you, or someone you know, send me a message and let's talk.

09/24/2026

🥰

Happy birthday to Tandem co-owner Megan Baer! 🎉

Megan brings a lot to Tandem, but what we appreciate most is how genuinely she cares about people. She has a way of making people feel welcome, keeping us moving forward, and making sure the little things don't get overlooked.

I'm grateful to have her as a core part of Tandem — and I know a lot of our clients are grateful to have her in their corner, too.

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

09/22/2026

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/29/2026