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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.

    Insights

    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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    Video
    Quarterly Market Outlook, First Quarter 2021

    Join Scott Kubie, Senior Investment Strategist at Carson Group, for our Q1 2021 Quarterly Market Outlook webinar. Click Here to Watch the Webinar

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    Biden stimulus package
    Market Commentary
    Market Commentary: Biden Proposes New Stimulus Package ...

    The signs of an economic slowdown continue. Initial jobless claims, which are released weekly, spiked to 965,000 last week. Claims increased by 181,000 and marked the highest weekly total since mid-August. Continuing claims increased 199,000, indicating those losing work are not finding new employment right away. Based on other data points, many of those filing for unemployment expect to be rehired when newly imposed restrictions are reduced.

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    Improve Financial Plan
    Monthly Newsletter
    Help Improve Your Financial Plan This Year ...

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

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    Blog
    17 Things You Need to Know About the ...

    Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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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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    Blog post
    • How to Make Sense of Retirement and Estate Finance

      Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.Read more

    Weekly Market Commentary