Empowering Seniors: Financial Literacy for a Secure Future
Financial literacy is essential for seniors to adequately prepare for increasing medical needs and a secure and comfortable future.
We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Access our blog offering relevant, useful, and educational content.
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Check out our many financial educational events designed with you and your employees in mind.
Financial literacy is essential for seniors to adequately prepare for increasing medical needs and a secure and comfortable future.
Here is a guide to help you prepare for a retirement period where financial prudence merges seamlessly into a fulfilling life story.
What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach?
As people grow older, they worry about not being able to generate enough income in retirement. Learn about avoiding the retirement income gap.
There are definitely good and bad retirement accounts, but it often depends on your situation. Let’s look at Traditional and Roth IRAs.
Putting money away for retirement is a habit we can all benefit from. Check out these tips for saving for retirement in 2024.
IRAs and employer-sponsored plans may be one of the best ways to invest for retirement, but annuities may also be an appropriate investment.
Employer-sponsored qualified retirement plans are some of the most powerful retirement savings tools available. Learn why!
Retirement healthcare planning is the process of strategizing and securing healthcare coverage and funds for medical expenses during retirement.
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