Internet Links
We've made finding what you're looking for a little easier by selecting a few of our favorite sites.
Life Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.
2020 Tax Guide
We hope you will find this tax planning guide a useful snapshot. Some decisions should be made prior to December 31, 2020 and this guide will help you determine when you should meet with your Baratz & Associates expert. We have an update to this tax planning guide as of January 1, 2021.
Business Strategies
Learn how to start, run and eventually sell a successful business.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Learn More...