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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. 

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Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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