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long-term wealth
  • Financial Planning, Lifestyle

8 Financial Habits That Support Long-Term Wealth

Building long-term wealth is the result of consistent behaviors like disciplined saving, thoughtful spending, and long-term
  • Master Your Money and Mindset, Media, Podcasts, Retirement Planning

Have You Checked Your Retirement Plan Lately?

We’re going to walk through exactly how to do a retirement plan check-up and make you question: Have you checked your retirement
Checked Retirement Plan
  • Financial Planning

Webinar | The IRA Trap: Know the Hidden Rules

Barnum Financial Group's upcoming webinar breaks down the most common IRA traps, how to avoid them, and what you can do right
The IRA Trap
  • Media, Retirement Planning, Videos

Determining Your Retirement Income Distribution Strategy

Don't let retirement surprises catch you off guard.
Retirement Income Distribution Strategy

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Blog

The IRA Trap
  • Financial Planning

Webinar | The IRA Trap: Know the Hidden Rules

Barnum Financial Group's upcoming webinar breaks down the most common IRA traps, how to avoid them, and what you can do right
Financial Literacy Skills for Small Business Owners
  • Business Solutions

6 Financial Literacy Skills for Small Business Owners

Here are six financial literacy skills that owners need to learn and master to help their small businesses thrive.
Don't Let Retirement Outlast Your Money
  • Retirement Planning

Don’t Let Retirement Outlast Your Money

With the right planning started early and revisited often, you can improve your odds of a financially secure retirement. Here’s what puts
Take Control of Your Financial Future
  • Financial Planning

Take Control of Your Financial Future with These 6 Financial Steps

The regret is real. But so is the opportunity, because no matter where you are right now, taking action today will always
myths about life insurance
  • Protection Planning

The 4 Biggest Myths About Life Insurance

Life insurance is meant to take care of you and your loved ones. Life insurance is designed to protect your income in

Media

Checked Retirement Plan

Have You Checked Your Retirement Plan Lately?

We’re going to walk through exactly how to do a retirement plan check-up and make you question: Have you checked your retirement
Start Now, Grow Big

Start Now, Grow Big

Mike Lynch, a financial planner, talks about his new book — Start Now, Grow Big — which will soon be a limited
Life Insurance After Divorce

What Happens With Life Insurance After Divorce

If you’re recently divorced, or planning to divorce, we discuss what happens with your life insurance after divorce.
Closing Out the Year with Clarity

Closing Out the Year with Clarity

Elizabeth Hiza talsk about how to reflect on your year with a little bit of compassion. We’re closing out the year with
year-end investment review

How to Handle a Year-End Investment Review

John Foreman, VP of investments at Barnard Financial Group, guides us through how to handle a year-end investment review.

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Americans In The Workplace Study

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!

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