Baker Financial Group

07/15/2026

It's an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbes | Shook Best-In-State Financial Security Professionals. Being a multi-recipient of this prestigious acknowledgment fills me with gratitude and pride. I remain deeply thankful to my clients and colleagues, whose trust and collaboration make this achievement possible. Learn more about the list and the ranking methodology here https://bit.ly/4waUGwE

07/10/2026

A Milestone Worth Celebrating!
For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My Care, and for the first time ever, dividends are being paid on NYL Secure Care.
This is a powerful moment for our long-term care business. With nearly 40 years of leadership, New York Life continues to deliver strength, stability, and added value to policyholders, helping them protect what matters most.

07/09/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

07/07/2026

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....

06/30/2026

Have a safe holiday weekend!

06/29/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.

06/25/2026

Happy Birthday to Rikki in our Upper office!

06/23/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/4vtRPyH

06/17/2026

Markets and Offices CLOSED Friday, June 19th
www.bakerfg.com

06/15/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.