Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. Read more
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3 Methods to Not Run Out of Money
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Market Commentary
Market Commentary: Markets See Huge Boost as ...The S&P 500 wrapped up its best quarter since 1998, gaining 20.5%, amid a strong employment report and continued concerns as the United States and the world posted a record number of coronavirus cases.
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Monthly Newsletter
Paying Off Debt: As You Work Toward ...Debt consolidation and repayment takes up a lot of America’s bandwidth. You can’t watch TV, especially daytime TV, without seeing at least one advertisement promising you freedom from debt – call now! These gimmicks are hit-and-usually-miss, but the sheer ubiquity of this conversation tells us it’s on everyone’s mind.
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Video
Tax Planning in 2020: What to Expect This ...With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar
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Blog
6 Planning Opportunities for 401(k)s in Light ...By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
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News
Invest in Others Finalist 2017Atlanta 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
Read MoreWeekly Market Commentary
- Market Commentary: S&P 500 Dips as COVID-19 Cases Surge
The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.Read more