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.Read more
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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.
4 Mistakes People Make With Their First Million
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Monthly Newsletter
Comparing Traditional Mortgages and Variable-Rate Mortgages in ...Do you know what it was like to buy a house in 1982? You pulled up your Trans Am to the bank where the picture of President Regan hung on the lobby wall and got your checkbook out of your jean jacket. Then you signed up for a 30-year mortgage with a 17% interest rate!
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Market Commentary
Market Commentary: GDP Substantially Lower than Last ...U.S. GDP fell 32.9% last quarter on an annualized basis. It wasn’t as bad as it looks. Annualizing the data magnifies the decline by assuming the trend will continue for a full year. A better assessment can be gained by comparing GDP to the same quarter last year.
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Blog
What You Need to Know When Choosing ...One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
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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 Earnings are Strong, but Initial Unemployment Claims Increase
The increased number of COVID-19 cases appears to be pressuring employment in the U.S. Last week, the number of initial unemployment claims rose from 1.3 million to 1.4 million. (See Figure 1.) After slowly declining for weeks, the uptick shows signs of a weakening job market.Read more