The Barnum Report

Incapacity

Planning for Incapacity

Planning ahead can ensure that your health-care wishes will be carried out and that your finances will continue to be competently managed.

sudden wealth

Sudden Wealth

You need to evaluate your new financial position and consider how your sudden wealth will affect your financial goals.

gift and estate tax

Gift and Estate Taxes

If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax.

retirement planning for women

Retirement Planning Tips for Women

To help yourself or the women in your life planning for retirement, looking to manage several financial challenges, consider these tips.

business planning

Starting or Buying a Business

The success or failure of your business may depend on your initial planning, but how do you plan and what do you plan for?

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!