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It’s the Gift That Counts: Considering Different Charitable Donations

Written by admin on December 15, 2022. Posted in Charitable Giving.

Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. If you plan to itemize deductions on your federal tax return, charitable donations can be an effective way to lower your overall tax bill. But even when there’s no tax benefit, donating...

MAKING SENSE OF LIVING TRUSTS AND WILLS

Written by admin on November 7, 2022. Posted in Insurance.

What’s the best option for you when looking to transfer your estate to your heirs? AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS AND WILLS BOTH HELP ACCOMPLISH THE TASK, THERE ARE IMPORTANT DISTINCTIONS...

High Net Work Individuals and Charitable Giving

HIGH-NET-WORTH INDIVIDUALS AND CHARITABLE GIVING

Written by admin on October 10, 2022. Posted in Charitable Giving.

Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE ACT WHOSE VALUE IS TO BENEFIT OTHERS. But for high-net-worth individuals, it is not conflicting to point out tax considerations when making charitable contributions. The considerations...

Time to Tune-Up Your Financial Plan

Written by admin on September 12, 2022. Posted in Financial Planning.

There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or fail to nurture. Some may feel that financial planning is only for the rich; others may feel that they’ve already done it...

Handling Retirement Shortfalls

Written by admin on August 8, 2022. Posted in Retirement Planning.

How to address retirement savings that aren’t stacking up. No matter your age or background, saving for retirement is a common concern. Will yours be the storybook future, one spent sampling wines in the Napa Valley and golfing the world’s iconic links? Or will it be far more mundane and perhaps...

MAKING SENSE OF YOUR CREDIT SCORE

Written by admin on July 11, 2022. Posted in Financial Planning.

Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial health. Anyone who has ever applied for a loan to purchase a car or house has encountered their credit score. This elusive figure can be perplexing, a three-digit...

Long-Term Care Costs & Choices

Written by admin on June 13, 2022. Posted in Saving for Retirment.

You or someone you love may need long-term care at some point in your life. Planning ahead can help ease your concerns about the cost of care. When people hear “long-term care”, they often think of a nursing home. But there are a broad range of health services and providers that fall under the...

Ways to Maximize Your 401(k)

Written by admin on May 9, 2022. Posted in 401k.

September 11 is 401(k) Day. Celebrate by considering different strategies for boosting your contributions. A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you set aside more of the money you earn for retirement...

Barnes Quarterly – Episode 11

Written by admin on April 27, 2022. Posted in Barnes Quarterly Podcast.

We hope your Spring is in full bloom! Episode 11 of the Barnes Quarterly podcast is available for listening! In this episode, we’ve got a very special guest: We are thrilled to have Liz Murphy, CEO of the Early Learning Coalition of the Big Bend in our “Community Impact”...

Understanding the Business Cycle

Written by admin on April 26, 2022. Posted in Financial Planning.

While you may get wrapped up in news headlines and short-term swings in the markets, the reality is long-term investment performance is highly dependent on the business cycle. The business cycle (alternatively called the economic cycle) is defined as a period of economic expansion followed by...

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