Barnes Capital Group

In this episode of our podcast, Barnes Quarterly, we'll get a market update from Chris Zaccarelli of Independent Advisor Alliance, and interview our guests Michael Kalifeh, CPA, CFST of Thomas Howell Ferguson, P.A about tax planning tips, and speak with Donald Parks, the Executive Director of Good News

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Barnes Capital Group

It is our great pleasure to bring you a brand new episode of our podcast, Barnes Quarterly. In this episode of Barnes Quarterly, we'll get an update on the markets from Chris Zaccarelli of Independent Advisor Alliance. Also, in our new Community Highlights segment, we'll talk with Dena Strickland, the President of the Big Bend Hospice Foundation. Give it a listen below! If you like what you hear, you can subscribe here to our YouTube

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Barnes Capital Group

It is our great pleasure to bring you the second episode of our new podcast, Barnes Quarterly. We've got a really special episode for you all today. In this edition, we recap 2018 inside our office and out, talk exciting changes for BCG, and we get a chance to discuss a few powerful tax strategies with Michael Kalifeh CPA, CFST of the well-known Tallahassee based CPA firm, Thomas Howell Ferguson, PA. Take a listen below,

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Family talks and sign documents

Now more than ever, retirees under the age of 65 are facing new challenges as concerns rise over increasing health care costs. Many of my clients are wondering how health care reform may affect their plans for retirement and how they can plan for a stable financial future that includes health care costs. We’ve been partners in your retirement planning for years and we can help you develop a custom strategy to address your health

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Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. Worrying about what to pack, what kind of identification is required, and how much cash to bring are yet others. In order to help ease the stress level before and during your next trip, it might help to review some guidance from the officials who oversee our nation's travel rules and regulations. What Do the Experts Recommend?

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What does giving to charity mean to you? Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you've bought Girl Scout cookies or donated clothing to a local relief organization. Opportunities for giving surround us each day. The greatest benefit of charitable giving is the knowledge that you've helped make a difference in the lives of

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How can you help your heirs sustain what you’ve created? Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized. Legacy planning encompasses more than the transfer of assets. It is about how you want to be remembered by your heirs, your colleagues, and your community. It concerns the positive effect your wealth can have

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Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. A Needs Evaluation One of the first steps you'll take in the estate planning process is determining

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As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That's because 401(k) plans offer a variety of attractive features that make investing for the future easy and potentially profitable. What Is a 401(k) Plan? A 401(k) plan is an employee-funded savings plan for retirement. For 2018, you may contribute up to $18,500 of your salary to

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College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles. Some let you prepay college tuition; others allow you to accumulate and invest education funds. Earnings on investments in a 529 plan grow tax-deferred, and withdrawals are exempt from federal taxes when the money pays

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