The 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.

January

Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and the various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.

Four Tips for Planning a Career Change

Changing careers can be rewarding for many reasons, but career transitions don’t always go smoothly. Your career shift may take longer than expected, or you may find yourself temporarily out of work if you need to go back to school or can’t immediately find a job. Consider these four tips to help make the financial impact of the transition easier. 

 

Famous People Who Failed to Plan Properly

It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet there are plenty of celebrities and people of note who died with inadequate (or nonexistent) estate plans.  Click here to read

Archive

December 2018