Baker Financial Group

01/14/2025

In 2024, we all experienced inflation in different ways. Some felt it at the grocery store, others while traveling, or when dining out.

But I would argue that the inflation story is mostly positive at this point. The overall trend is lower, which has made the Fed comfortable enough to begin lowering short-term interest rates.

12/04/2024

Many of us rely on payment apps for convenience, but it's important to understand their limitations. While these apps make transferring money easy, storing funds in them might not be the wisest financial move. 📱

Did you know that money left in most payment apps isn't FDIC-insured? This means your funds could be at risk if something goes wrong. Plus, you're missing out on potential interest from high-yield savings accounts.

Consider promptly transferring money out of payment apps. It's a simple step that can help protect your funds and potentially earn you more over time.

Interested in learning more about maximizing your money's potential? Let's discuss strategies that align with your financial goals. 💼


Source:

More and more people are using payment apps to send and receive money. As use has grown in recent years, the Consumer Financial Protection Bureau and Consumer Reports have issued guidance on best practices to avoid pitfalls consumers may not expect.

11/11/2024

Secure Your Legacy with the Right Business Succession Plan.

Your business is your legacy—ensure it thrives for generations to come. A personalized buy-sell agreement is the foundation of a strong succession plan. Let’s discuss how you can secure your business’s future today.

11/04/2024

Protect Your Business’s Future with a Solid Succession Plan.

Planning for the future is key to protecting your business. A buy-sell agreement ensures a smooth transition of ownership and secures everything you've worked hard to build. Let’s start planning today!

10/28/2024

Details Matter When It Comes to Protecting Your Business.

The details matter when it comes to safeguarding your business’s future. A buy-sell agreement must be customized to fit your unique goals and circumstances. Don’t leave your business unprotected! Let’s talk.

10/21/2024

Are You Prepared for the Unexpected? Why Every Business Owner Needs a Plan.

Unexpected events can happen at any time. Is your business ready? A buy-sell agreement ensures the smooth transition of ownership when life throws a curveball. Protect what you've built. Let’s talk.

09/26/2024