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Name: Barnes Capital Group Tallahassee, FL
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Tips for Transitions: Make the Most of Your Retirement Account Options

Written by admin on January 30, 2020. Posted in Retirement Planning. 34 Comments on Tips for Transitions: Make the Most of Your Retirement Account Options

American workers change jobs fairly frequently. For instance, the youngest baby boomers held an average of more than 11 different jobs before the age of 48.1 The decisions you make about how to manage retirement assets when changing jobs can have a direct impact on your future financial health. “Cashing...

Is a High-Deductible Plan Right for You?

Written by admin on January 9, 2020. Posted in Insurance, Uncategorized. 37 Comments on Is a High-Deductible Plan Right for You?

“Save thousands on health insurance.” “Cut your premiums in half.” We’ve all seen the ads for high-deductible health plans (HDHPs), touting their low rates. But do lower rates mean less coverage? And if they are so good, why do so few workers opt for them? Like traditional...

Adding a Personal Backup With a Living Trust

Written by admin on December 15, 2019. Posted in Financial Planning. 38 Comments on 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, where you risk experiencing financial losses or other difficulties if you can’t make your own decisions because...

Barnes Quarterly – Episode 05

Written by admin on December 5, 2019. Posted in Barnes Quarterly Podcast. 38 Comments on Barnes Quarterly – Episode 05

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...

Plan Ahead to Ease Travel Headaches

Written by admin on December 1, 2019. Posted in Financial Planning, Uncategorized. 30 Comments on Plan Ahead to Ease Travel Headaches

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...

Consider a Charitable IRA Gift

Written by admin on November 20, 2019. Posted in Tax Preparation. 38 Comments on Consider a Charitable IRA Gift

Wondering 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 (RMD) generates, think about taking a Qualified Charitable Distribution (QCD) from your traditional Individual Retirement Account (IRA)...

Making a Charitable Choice

Written by admin on November 10, 2019. Posted in Uncategorized. 31 Comments on Making a Charitable Choice

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...

Bring Charitable Giving Into Your Estate Plan

Written by admin on November 1, 2019. Posted in Uncategorized. 31 Comments on Bring Charitable Giving Into Your Estate Plan

In 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 charitable contribution to help the charity of your choice as well as provide you with a steady stream of...

Barnes Quarterly – Episode 04

Written by admin on October 23, 2019. Posted in Barnes Quarterly Podcast. 38 Comments on Barnes Quarterly – Episode 04

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...

Legacy Planning: Handing Down Values as Well as Wealth

Written by admin on October 15, 2019. Posted in Uncategorized. 38 Comments on Legacy Planning: Handing Down Values as Well as Wealth

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....

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