SPEAKING ENGAGEMENTS FOR YOUR ORGANIZATION
For nearly two decades, Jon Baker has been holding speaking engagements for Atlanta companies and organizations. Jon always customizes the presentation to fit the needs of your company or organization. The presentations can be held as a lunch-and-learn or as part of a company’s work/life program.
Call our office today at 770-392-8704 to schedule Jon to speak at your company or organization.Learn More
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When to start? Should I continue to work? How can I maximize my benefit?
Understanding the value of a home warranty.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.