Rethinking Retirement Income
Shelton, CT, May 2019 – Low-interest rates, market volatility, and longer lives for many Americans have upped the challenge of creating reliable retirement income for clients. While the traditional 4% annual withdrawal from savings is a good rule of thumb, it’s certainly not set in stone. Research and some financial advisors now recommend levels as low as 2.5%.Read More
Sunnyside Students Get Lesson in Financial Literacy
Shelton, CT, May 2019 – Barnum Foundation for Life volunteers met for the 10th consecutive year at the Sunnyside Elementary School in Shelton in March to help students become more knowledgeable about financial literacy, work readiness, and entrepreneurship — all elements of the Junior Achievement (JA) program.Read More
How Aware Should You Be?
Shelton, CT, May 2019 – Americans are continually urged to be aware of risks ranging from dangerous weather to health threats to looming deadlines for filing tax returns. May is Disability Insurance Awareness Month, but is this annual reminder really necessary?Read More
To create a fantastic work culture there must be a meshing of values and culture
Shelton, CT, April 2019 – An interview with Paul Blanco, by Phil Laboon. “Culture cannot be separated from values. You can’t just adopt a culture because it sounds good or attractive. If you are leading a company or any organization, there must be a meshing of values and culture that ultimately will lead to success. Employees must see that their leader is living the culture as well.”Read More
Barnum Financial Group ranked 5th by Best Places to Work Connecticut!
Shelton, CT, March 2019 – Barnum Financial Group has been ranked 5th by Best Places to Work in Connecticut! Accepting for the team are Michelle Hite – Vice President of Human Resources and Melissa Poli – Human Resources Consultant.Read More
Senior Vice President, Matt Teel's recent article on Think Advisor
Shelton, CT, January 2019 – Senior Vice President, Matt Teel with a recent article on how to Make Retirement Income More Predictable.
Barnum Financial Group is featured in Glassdoor's recent blog of "12 Companies That Offer Unlimited Vacation"
Shelton, CT, June 2018 – It’s summertime! This season is marked by barbecues, donut-shaped pool floats and sunny days. But it’s also the time of year that man people look at their PTO and ask themselves, “Do I have enough vacation days to go on a trip?”Read More
5 Traits of Truly Innovative Companies
Shelton, CT, January 2018 – When most people think about innovation, they think of companies like Amazon, Facebook, Apple, and Google because those companies appear to have some kind of magic that other organizations lack. If your company wants to make lightning strike repeatedly, consider these points.Read More
Barnum Financial Designated One of ‘Best and Brightest’ to Work For
Shelton, CT, February 2017 – The Barnum Financial Group has been named one of the “Best and Brightest” companies to work for in the U.S., Barnum announced today. The Best and Brightest organization bases its selections of top firms on confidential surveys of employees.Read More
Barnum Financial Group Volunteers to Lead Free Basketball Clinic
Stamford, CT, January 2017 – A group of local children will be attending a free basketball clinic sponsored by Barnum Financial Group and Foundation for Life, Inc. at the Stamford YMCA this Saturday, January 20th.Read More
Create a blueprint for bringing along millennial advisers
New York, NY, January 2015 – In order to help young advisers succeed, Barnum Financial Group has created a clear career track and appointed a specific person in the firm to help them along, according to Paul Blanco, Managing Partner at the firm.Read More