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Making Sense of Living Trusts and Wills

MAKING SENSE OF LIVING TRUSTS AND WILLS

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...

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High Net Work Individuals and Charitable Giving

HIGH-NET-WORTH INDIVIDUALS AND 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...

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Time to Tune Up Your Financial Plan

Time to Tune-Up Your Financial Plan

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...

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Handling Retirement Shortfalls

Handling Retirement Shortfalls

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...

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Make Sense of Your Credit Score

MAKING SENSE OF YOUR CREDIT SCORE

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...

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Long-Term Care Costs & Choices

Long-Term Care Costs & Choices

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...

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Ways to Maximize Your 401k

Ways to Maximize Your 401(k)

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...

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Barnes Quarterly – Episode 11

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”...

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Understanding the Business Cycle

Understanding the Business Cycle

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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