Jim Baadshaug - Everest Retirement Planners

Jim Baadshaug - Everest Retirement Planners Built on a foundation of “wanting to help,” the Everest team wants to be your personal financial Sherpa as you plan your trek to retirement and beyond.

Schedule a phone call with me to get your questions answered free at https://calendly.com/jimbaad

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
09/02/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Ready to retire? Prepare with these key questions for those ready to take the big step.
09/01/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/31/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
08/30/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
08/29/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How will your investments weather the ups and downs of the business cycle?
08/28/2026

How will your investments weather the ups and downs of the business cycle?

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

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
08/27/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
08/26/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/25/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
08/24/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Address

549 West Main Street
Rockaway, NJ
07866

Telephone

+19735866558

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