Adding a Personal Backup With a Living Trust
The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances,..
Continue ReadingThe managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances,..
Continue ReadingIn 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,..
Continue ReadingWaiting 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..
Continue ReadingWondering what to do with your annual IRA Required Minimum Distribution? If you can live without the income (and taxes) that a large Required Minimum Distribution..
Continue ReadingWhat 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..
Continue ReadingIn addition to the altruistic and goodwill benefits any charitable contribution brings, it can also have significant tax advantages. When deciding your estate-planning strategies, consider a..
Continue ReadingIt 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..
Continue ReadingHow 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..
Continue ReadingBecause 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..
Continue ReadingAs 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..
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