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.
Click here for Speaker Info Download
Learn More
Helpful Content
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
View all articles 
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.