Gifts to Build a Financially Confident Kid
December 3, 2021
Fun ways to teach about money at each stage of a child’s life.
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Fun ways to teach about money at each stage of a child’s life.
Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic.
There are many benefits to practicing gratitude, including living more mindfully and improving your overall well-being. Here are five ways to have more gratitude in your life.
The pandemic has influenced all of our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. One impact has been to protect loved ones in case something happens to us. Let’s talk about the different types of life insurance that are available and which one(s) might make the most sense for you.
Leaving the business you have worked so hard to nurture is inevitable. To best preserve the value you have created, it is critical that you have a written strategy for you, your family, and your employees to help assure that when you are no longer in charge, everyone knows what will happen next.
As you put together your action strategies for making the most of Black Friday, Small Business Saturday, and Cyber Monday sales, take a few minutes to plan to participate in #GivingTuesday.
Stefano’s role is to provide strategic leadership and hands-on direction to develop, deliver, and evolve an extraordinary, unique, and impactful technology-based experience for our clients, our advisors, our employees, and our business partners. He harnesses the four main elements of technology – automation, security, customer experience, and data – into an integrated approach to driving client and advisor satisfaction and success.
Joe passionately believes in the important role a financial advisor can play in the life of an individual and their family. As a result, he focuses his energies on attracting the best talent to Barnum, developing that talent, and leveraging the firm’s considerable resources to enable his advisors to achieve our mission of “enriching as many lives as possible”.
Elizabeth serves as Barnum’s Chief Marketing Officer, providing strategic direction to a team dedicated to supporting our advisors and building Barnum’s brand in the marketplace. By leveraging relationships within Barnum and with outside business partners, Elizabeth has led many transformational initiatives and new business endeavors that have delivered impactful results. In addition, she has integrated the concept of “growth mindset” into the culture at Barnum.
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