Estimating Your Retirement Income Needs
One of your first steps for a retirement plan should be to estimate how much income you’ll need to fund your retirement.
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.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
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.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
Access our blog offering relevant, useful, and educational content.
Lorem ipsum dolor sit amet, consectetur adipisi cing elit, sed do eiusmod tempor incididunt ut abore et dolore magna
Check out our many financial educational events designed with you and your employees in mind.
One of your first steps for a retirement plan should be to estimate how much income you’ll need to fund your retirement.
The causes and effects of inflation are uncontrollable, there are strategies you can use to mitigate the impact on your retirement savings.
Most retirees estimate they will spend less after retirement, but that is not always the case. Some expenses like travel and clothing may go down, but other expenses, such as medical bills and home maintenance, can be higher in retirement.
The Back-to-Basics series, presented by Barnum, is designed to answer those questions that are on everyone’s mind. This series of articles are geared toward people
It’s never too early to start planning for retirement. The journey of financial independence begins now, and your decisions today will shape your retirement life.
There are always pitfalls when building a financial plan. Retirement, included. Understanding and avoiding these 6 retirement mistakes will help you build a strong, secure and flexible retirement plan for you and your loved ones.
One of the most important questions about retirement is not only which age you’d like to retire, but when you should begin planning for it.
Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout thresholds for IRA deductibility and Roth contributions.
Retirement planning can be daunting, especially as you near retirement age. While you’ve probably been thinking about and planning for retirement for a while now, there’s much more to consider as you close in on retirement. Here are our top 5 considerations.
Who We Are
Resources
What We Offer
Company