Year: 2020

Name: Barnes Capital Group Tallahassee, FL
Price range: $$

You and Your Investment Representative: A Relationship of Trust

Written by admin on July 21, 2020. Posted in Investing. 40 Comments on You and Your Investment Representative: A Relationship of Trust

Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment representative? Have you built the same kind of trusting relationship with him or her? Your investment representative...

Volunteer Vacations

Written by admin on July 6, 2020. Posted in Uncategorized. 21 Comments on Volunteer Vacations

They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see the world differently as a byproduct. If you are thinking about combining travel with some service,...

529s and Estate Planning: What's the Connection?

Written by admin on June 24, 2020. Posted in Uncategorized. 23 Comments on 529s and Estate Planning: What's the Connection?

Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential estate planning benefits.1 First, a Few Basics To understand how a 529 college savings plan may complement...

Annuity Options: Choices Abound for Today's Retiree

Written by admin on June 24, 2020. Posted in Retirement Planning, Saving for Retirment. 18 Comments on Annuity Options: Choices Abound for Today's Retiree

As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush to add a VA to your retirement funding scheme, take some time to understand what VAs have to offer...

Build a Solid Financial Foundation

Written by admin on June 23, 2020. Posted in Financial Planning. 31 Comments on Build a Solid Financial Foundation

When the markets and the economy are behaving badly, as they tend to do from time to time, it’s easy to feel helpless. But creating a solid financial foundation can help you gain control of your investments and possibly avoid mistakes that can sabotage your portfolio. Your Net Worth —...

Consider Prepaid Tuition Plans for College Savings

Written by admin on June 23, 2020. Posted in Estate Planning. 12 Comments on Consider Prepaid Tuition Plans for College Savings

For parents planning for their children’s college education, there are several investment options to consider. One option is state-sponsored prepaid tuition plans. These plans allow parents to pay today’s tuition rates with the assurance that the child will have the money to go to college...

Maintain a Good Credit Rating

Written by admin on June 23, 2020. Posted in Uncategorized. 19 Comments on Maintain a Good Credit Rating

Installment debt, in itself, is not a bad thing. It enables us to make major purchases that would be nearly impossible to finance up front. In this consumer society, however, we’re bombarded with advertisements for literally thousands of “must-have” products. The result is that...

Financial Wellness: Controlling Credit Card Debt

Written by admin on June 10, 2020. Posted in Financial Planning. 18 Comments on Financial Wellness: Controlling Credit Card Debt

You know it’s important to maintain your physical health. But did you know it’s just as important to pay attention to your financial health? When your finances are under control, you are likely to reduce stress and are better able to save for retirement and your other long-term goals. So...

The Downside of DIY Wills

Written by admin on May 22, 2020. Posted in Financial Planning. 20 Comments on The Downside of DIY Wills

Don’t Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. There are some good reasons why you shouldn’t. While do-it-yourself wills may be cost-effective and make the process of will creation...

A Financial Plan for All Seasons

Written by admin on May 21, 2020. Posted in Financial Planning. 15 Comments on A Financial Plan for All Seasons

Grab your sunglasses — summer’s here, and it’s time to kick back and relax. If only it were that easy. It would be great if all your worries disappeared when summer arrived, but that doesn’t happen. Actually, if money is stressing you out and you’re planning to take...

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Year: 2020