The Barnum Report March 2019

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.


$58 Billion in Unclaimed Money is out there: Is any of it yours? Here are 8 places you can search to see if you any unclaimed money: In the United States, billions of dollars sit unclaimed in old bank accounts, forgotten retirement and pension plans, and tax refunds.  This money is sitting there waiting to be claimed by its rightful owner. Click here to read more about the 8 places you can search   Due Date Approaches for 2018 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2017 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to prepare your tax return for you.    Click here to learn more

Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement? When planning for retirement, it’s important to consider a wide variety of factors. One of the most important is health and its associated costs. Thinking about your future health and the rising cost of health care can help you better plan for retirement in terms of both your finances and overall well-being. This quiz can help you assess your current knowledge of health and health-care costs in retirement.   Click here to take the quiz 


December 2018