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3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
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4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

Insights

Jon Baker Financial Group’s team of professionals provide you with transparent and proactive communication to equip you with the knowledge you need.

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mortgage interest rates, financial planning
Monthly Newsletter
Comparing Traditional Mortgages and Variable-Rate Mortgages in ...

Do you know what it was like to buy a house in 1982? You pulled up your Trans Am to the bank where the picture of President Regan hung on the lobby wall and got your checkbook out of your jean jacket. Then you signed up for a 30-year mortgage with a 17% interest rate!

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GDP Substantially Lower
Market Commentary
Market Commentary: GDP Substantially Lower than Last ...

U.S. GDP fell 32.9% last quarter on an annualized basis. It wasn’t as bad as it looks. Annualizing the data magnifies the decline by assuming the trend will continue for a full year. A better assessment can be gained by comparing GDP to the same quarter last year.

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Blog
What You Need to Know When Choosing ...

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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News
Invest in Others Finalist 2017

Atlanta Financial Advisor Earns National Recognition for Philanthropy Jonathan E. Baker is a Finalist in the 2017 Invest in Others Awards New York, NY – September 28, 2017 – Jonathan E. Baker, President of Jon Baker Financial Group in Atlanta, was one of three national finalists for the Invest in Others, 2017 Volunteer of the Year. Baker was honored for his work with the Georgia Chapter of the Cystic Fibrosis Foundation, which received a $5,000 donation from the Invest in Others Charitable Foundation. The Invest in Others Awards program recognizes the charitable work of financial advisors and financial services firms in...read the full article

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Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Weekly Market Commentary