Name: Barnes Capital Group Tallahassee, FL
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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...

Considerations before filing for social security

Consideration Before Filing for Social Security

Written by admin on February 22, 2022. Posted in Saving for Retirment.

FOR YEARS, YOU’VE DILIGENTLY INVESTED IN YOUR RETIREMENT PORTFOLIO, ACCUMULATING WEALTH THAT YOU HOPE WILL SUSTAIN YOU THROUGHOUT YOUR GOLDEN YEARS. In many cases, your savings may fall short, in which case you turn to Social Security. After all, you’ve deposited a fair chunk of your income for...

Annuity Options: Choices Abound for Today's Retiree

Written by admin on June 24, 2020. Posted in Retirement Planning, Saving for Retirment.

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...

Finding Your Way through the IRA Maze

Written by admin on September 17, 2018. Posted in 401k, Retirement Planning, Saving for Retirment. 31 Comments

You’re certainly not alone if the words Individual Retirement Account (IRA) cause your mind to spin in confusion. The original IRAs were mind-boggling enough. However, now you have several options, including what many have called the “American Dream” IRA—the Roth IRA. Let’s take a moment and ferret...

A Few Words on Feathering Your (Retirement) Nest

Written by admin on July 17, 2018. Posted in 401k, Retirement Planning, Saving for Retirment. 1 Comment

If you are in your twenties, you may think it’s too early to start planning for your retirement. Be assured, it’s never too early. Following are a few tips to consider in planning to feather your nest and nurture your nest egg. 1) Calculate your monthly expenditures and your income. This should include...

A Closer Look at IRAs—Roth vs. Traditional

Written by admin on July 2, 2018. Posted in 401k, Retirement Planning, Saving for Retirment.

Roth IRA Traditional IRA 10% penalty for withdrawals prior to age 59½ Yes** Yes** Tax-deductible contributions No Yes*** Tax-deferred accumulation Yes Yes Tax-free distribution Yes No Mandatory minimum withdrawals requiredto start at age 70½ No Yes *Withdrawals after age 59½ may...

How Healthy is Your Life Portfolio?

Written by admin on October 26, 2017. Posted in Financial Planning, Investing, Saving for Retirment, Wealth Management. 31 Comments

For most people, thinking about the economy starts with their personal financial situation. While job prospects, or the health of a business, or prices at the pump all have an impact on how we feel about the economy, the bottom line is really, “How is my family doing?” In order to capture this perspective,...

Passive vs. Active-Let's End the Debate

Written by admin on September 27, 2017. Posted in Financial Planning, Investing, Saving for Retirment, Uncategorized, Wealth Management.

It is one of the most hotly debated topics in the financial industry – and it’s also one of the most misapplied topics too. Are investors better off utilizing passive or active strategies? Or should investors combine the two? But before you answer, I want you to think about this: passive vs. active...

Barnes Capital Group discusses tax free retirement plans.

Are There Really Tax-Free Retirement Plan Distributions?

Written by admin on September 16, 2016. Posted in 401k, Saving for Retirment, Uncategorized, Wealth Management.

A look at some popular & obscure options for receiving money with little or no tax. Provided by Barnes Capital Group Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized...

Brexit - Now what? Barnes Capital Group discusses.

The Brexit- Now What?

Written by admin on June 27, 2016. Posted in Brexit, Investing, Saving for Retirment, Volatility, Wealth Management.

The United Kingdom’s decision to leave the European Union rattled equities markets and currency markets Friday. What should an investor do in its wake? Perhaps nothing at all. The Brexit is definitely momentous. It represents a crisis for the E.U., and it has already forced the resignation of U.K....