Determining Your Retirement Income Distribution Strategy
Don’t let retirement surprises catch you off guard.
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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Key Findings, White Papers, Videos and more from our national research study
Access our blog offering relevant, useful, and educational content.
Check out our many financial educational events designed with you and your employees in mind.
Don’t let retirement surprises catch you off guard.
This powerful tool can help you support your favorite causes and potentially save money.
Retirement is a marathon, not a sprint. Prepare for the long haul by understanding the 5 biggest risks to your financial security.
Don’t let income limits stand in the way of your retirement dreams.
Invest in Your Future. Being financially savvy means knowing how not to pay taxes when they don’t have to be paid.
If you’re looking to increase your employment potential and your salary, investing time, energy and some money in developing new skills helps.
With the power of the internet and YouTube, you can get a tutorial for almost anything. But that doesn’t make you an expert.
Address Problems Quickly. Regular maintenance and not letting problems linger will prevent a large negative impact on your wallet.
Buy in Bulk. Don’t focus on the price tag of an item to find your savings, understand the cost per unit to truly find the best deal.
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This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!