Baker Financial Group

10/14/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

10/13/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

10/09/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/07/2026

Please help us congratulate Rikki Walker on her 7-Year Anniversary! Thank you for your years of dedication and hard work!!

10/05/2026

529 savings accounts are a popular way for grandparents to help pay for education. Learn about how they can make the most of a 529 plan.

K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.

10/01/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

09/29/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

09/26/2026

Happy Birthday to Jane in our Findlay office! www.bakerfg.com

09/25/2026

FALL has a way of reminding us that change can be both visible and valuable🍁
www.bakerfg.com

09/22/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.