As Barnum’s Chief Financial Officer, Joe leads a diverse set of Financial operations across the company, ensuring long-term value creation for Barnum’s stakeholders. His efforts are focused on optimizing our financial and operational performance, enabling Barnum to reinvest in its people, enhance current capabilities, and develop new strategic initiatives that drive growth and value for our clients and our advisors.
Taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you’ll owe next April.
Ways to stay safe this holiday season
Ideas for putting your RMD to work for the good of others.
Fun ways to teach about money at each stage of a child’s life.
Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic.
There are many benefits to practicing gratitude, including living more mindfully and improving your overall well-being. Here are five ways to have more gratitude in your life.
The pandemic has influenced all of our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. One impact has been to protect loved ones in case something happens to us. Let’s talk about the different types of life insurance that are available and which one(s) might make the most sense for you.
Leaving the business you have worked so hard to nurture is inevitable. To best preserve the value you have created, it is critical that you have a written strategy for you, your family, and your employees to help assure that when you are no longer in charge, everyone knows what will happen next.
As you put together your action strategies for making the most of Black Friday, Small Business Saturday, and Cyber Monday sales, take a few minutes to plan to participate in #GivingTuesday.