SPEAKING ENGAGEMENTS FOR YOUR ORGANIZATION
For nearly two decades, Jon Baker has been holding speaking engagements for Atlanta companies and organizations. Jon always customizes the presentation to fit the needs of your company or organization. The presentations can be held as a lunch-and-learn or as part of a company’s work/life program.
Call our office today at 770-392-8704 to schedule Jon to speak at your company or organization.Learn More
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Couples may be able to head off many of the problems in a marriage that money can cause.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Military families face unique challenges, making personal finance even more critical.
Ascertaining the value of your business is important for a variety of reasons.
Do you know where the idea of “retirement” comes from?
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.