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Master Your Finances

(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.

  1. All Episodes
  2. 2019
  3. 07

Printing Press!

Jul 27, 2019

Our host, Kurtis Baker, is joined by Gerry Harris of B&L Printing. Gerry Harris stops by and gives us a glimpse into the world of the printing business!

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Employee Legislation!

Jul 19, 2019

Our host, Kurtis Baker, is joined by two prominent lawyers from Kingston Law Group. Misty Avallone and Hanan Isaacs who discuss new laws that every employer must know!

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Under The Radar Financial Benefits!

Jul 12, 2019

Our host, Kurtis Baker, is joined by David Vinokurov. David is with 27 years of experience on Social Security Administration, current board member of New Jersey Coalition for Financial Education (NJCFE) and he recently started a private consulting business called Social Security Navigator where he assist client with...

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Internal Revenue Situation!

Jul 5, 2019

Our host, Kurtis Baker, is joined by Leonard Steinberg of Steinberg Enterprises. Leonard Steinberg explains the complications of the new tax laws as well as how to address the Internal Revenue Service(IRS).

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