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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: Inflation Could Be On the ...

     Producer prices climbed 4.2% last week (Figure 1). Energy prices contributed to the largest gain since the index rose 4.5% in September 2011. The jobs market continues to see a high level of initial jobless claims while steady progress is being made in reducing the number of unemployed receiving continuing benefits. Last week initial claims rose 16,000 to 744,000 and continuing claims dipped by 16,000 to 3.7 million.

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    Getting the Most Out of Your College ...

    Carson’s Senior Wealth Planner Beth Schanou and Director of Retirement Research Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar

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    tax tips, financial planning
    Monthly Newsletter
    How a 529 Plan Can Help You Save ...

    Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.

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    Blog
    Traditional or Roth – Which IRA Works for ...

    By Michael Gruidel, Financial Planning Administrator Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

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    Blog post
    • The Cost of Infertility: How to Navigate the Finances of IVF

      By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private part of their life.Read more

    Weekly Market Commentary