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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Advance Financial Group

Welcome to Advance Financial Group, which was founded in 1987 and is located in Winston Salem, N.C.  We offer comprehensive financial planning and investment advisory services on a fee basis for individuals, families and businesses.

Our primary objective is to help you clarify your unique goals and dreams and set priorities so that you may enjoy a comfortable lifestyle today and a secure and dependable income at retirement. We are passionate about getting to know you and what matters most to you.

We want to be there with you and your family for the journey as life evolves to provide continuity and stability. We value long-term relationships and pride ourselves on the tradition of serving families from generation to generation. Our personal service and attention to detail has served our clients well.

Feel free to browse our site. This site will not only introduce you to our services and philosophy, but it will also offer a wealth of educational materials, articles, newsletters, and calculators-all designed to keep you up to date and inspire you.

For a complimentary initial consultation or second opinion appointment, feel free to call 336-659-9638 or email us at KBaker@isgva.com We look forward to hearing from you.

Advance Financial Group, there for life's journey!


Featured in

Kimberley Baker is quoted on CNBC.

CNBC

Kimberley Baker is a Premier Advisor on Investopedia Advisor Insights.

Kimberley Baker has an article on Nasdaq

NASDAQ

Client Centered

Kimberley recently received the Women's Choice Award® for Financial Advisors*, the premier recognition award for advisors who provide quality service to clients who are women. For more information please visit Women's Choice Award  

Click here for Women's choice award disclosure

Helpful Content

Long-Term-Care Needs

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Determine your potential long-term care needs and how long your current assets might last.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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