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Latest Articles

Retirement

  • Split Annuity Strategy

Investment

  • How Stocks Work
  • Estimating the Cost of College
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream

Estate

  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Insurance

  • The Value of Insuring Against Life’s Risks
  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Understanding Extended Care

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • Personal Finance Tips for Military Families
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
 

Contact

Barnum Financial Group

Office: (203) 513-6284

Fax: (203) 513-6080

6 Corporate Drive

Shelton, CT 06484

teamgoldman@barnumfg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202609-4777368.

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