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
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
If you find it hard to attain personal life goals, there’s an app for that!
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?