Retirement Planning Today®
An Educational Course for Adults Age 50 to 70
Retirement Planning Today® contains something for everyone. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Upcoming courses held at Georgia State University, Alpharetta Center:
Session 1: Thursdays, Sep. 26 & Oct. 3, 6:30 p.m. to 9:30 p.m.
Session 2: Tuesdays, Oct. 1 & 8, 6:30 p.m. to 9:30 p.m.
Going Through a Life Transition?
HERE’S HOW JON BAKER FINANCIAL GROUP CAN HELP YOU
Since our founding in 2000, we have specialized in working with people going through the kinds of life transitions that can throw anyone for a loop: finding yourself between jobs, nearing retirement, selling a business, getting married, having a child, going through a divorce, loss of a family member, or inheriting a large sum of money.Learn More
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Four vacation destinations you might never have thought of.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are five facts about Social Security that are important to keep in mind.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.