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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.

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    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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    Market Commentary
    Market Commentary: Rise in COVID-19 Cases Leads ...

    Retail data were mixed last week. U.S. retail sales rose 0.3% in October and are now 5.7% higher than one year ago. But as Figure 1 shows, the increase was the smallest since the recovery began. Increased coronavirus cases in October likely pressured purchases lower and moved consumers online. Non-store retailers reported a 3.1% increase in sales.

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    Video
    How the Election Results Could Impact Your ...

    Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms. Click Here to Watch the Webinar

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    2020 election results
    Blog
    How the Results of the Election Could ...

    The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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    tax planning, financial planning
    Monthly Newsletter
    Your Year-End Tax Checklist, Plus a Few ...

    A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

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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