
5 Mistakes HNWIs Make in Retirement
Many HNWIs make costly mistakes, impacting their golden days, when planning for retirement. Here are 5 common mistakes and how to avoid them.
We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
Key Findings, White Papers, Videos and more from our national research study
Access our blog offering relevant, useful, and educational content.
Check out our many financial educational events designed with you and your employees in mind.
Many HNWIs make costly mistakes, impacting their golden days, when planning for retirement. Here are 5 common mistakes and how to avoid them.
If you’ve lost your job, or changing jobs, you may wonder what to do with your 401(k)-plan account. Understand your options.
By 2030, the LGBTQ+ community will have 7 million seniors and retirement planning will be a challenge because of the hurdles they encounter.
What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach?
One of your first steps for a retirement plan should be to estimate how much income you’ll need to fund your retirement.
The causes and effects of inflation are uncontrollable, there are strategies you can use to mitigate the impact on your retirement savings.
Saving for retirement and your children’s education are equally important, so understanding how to put away money for both is critical. You want to retire
One of the most important questions about retirement is not only which age you’d like to retire, but when you should begin planning for it.
Who We Are
Resources
What We Offer
Company
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!