March Barnum Report

Welcome to The Barnum Report, Barnum Financial Group’s monthly newsletter. Each month we will be covering relevant financial industry topics as well as a monthly market update.

Ten Year-End Tax Tips For 2017

Date: March 2018


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There is a lot to think about when it comes to tax planning. Effective planning requires you have a good understanding of your current tax situation. Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Market Watch

Date: March 2018


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The president is expected to name a new Federal Reserve chairperson this month, and the Federal Open Market Committee will likely raise the short-term interest rate following its meeting in the first week of November. Consumer spending should pick up entering the holiday season, which could nudge inflation higher.

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What You Can Do With a Will

Date: March 2018


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A will is often the cornerstone of an estate plan. Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, or anyone you choose. But that’s not all. Here are 5 things you can do with a will.

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How Much Money Should a Family Borrow for College?

Date: March 2018


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There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too much?

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