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YOUR CD IS MATURING SOON. WHAT SHOULD YOU DO NEXT?

Written by admin on May 1, 2023. Posted in Financial Planning.

Consider your options before it automatically renews If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for months or years, helping you to get closer to your financial goals. Now you need to decide whether to roll...

Barnes Quarterly – Episode 15

Written by admin on April 11, 2023. Posted in Barnes Quarterly Podcast.

Episode 15 of the Barnes Quarterly podcast is available for listening! In this Q2 2023 Episode of Barnes Quarterly, Quarter 1 of 2023 was full of intriguing events and market happenings. We’ll take a moment to recap the first quarter of the year as we shape some outlooks on the rest...

WHEN SHOULD YOU RETIRE?

Written by admin on April 11, 2023. Posted in Retirement Planning.

More workers are postponing retirement. Will you? The pandemic sparked some interesting retirement trends. First there was an unexpected decline in the share of workers in the United States who were 55 and older, prompting a study called “The Great Retirement Boom” by economists with the Federal...

UNDERSTANDING THE VALUE OF MENTORSHIPS

Written by admin on March 7, 2023. Posted in Business Planning.

The experience often benefits both mentors and mentees—and their organizations The mentors in our lives haven’t always gone by that title, but we’ve all had one. Whether it’s been a friend, coach, teacher, sibling, parent, co-worker, or boss, we’ve benefited from the guidance and encouragement...

HELP PREVENT SCAMS TARGETING OLDER ADULTS

Written by admin on February 8, 2023. Posted in Retirement Planning.

Learn how to protect loved ones—and yourself—from fraud Face it. We’re all getting older. And, while age comes with wisdom, it can also come with vulnerability. The National Council on Aging (NCOA) reports that scams targeting older adults are increasing—and often leave no way for the victims...

Barnes Quarterly – Episode 14

Written by admin on February 7, 2023. Posted in Barnes Quarterly Podcast.

Episode 14 of the Barnes Quarterly podcast is available for listening! In this Q1 2023 Episode of Barnes Quarterly, we wanted to dedicate our time to discussing the markets and what we’ve been experiencing in the first weeks of the year. We’ll speak with our CIO, Chris Zaccarelli,...

PLANNING YOUR FINANCIAL FUTURE

Written by admin on January 6, 2023. Posted in Financial Planning.

Want financial security in your future? Start planning now Do you have a financial plan that will help you send your kids to college, take the trips you’ve dreamed about, and enjoy your golden years? If not, you may want to start planning now. Creating a financial plan may help you avoid the...

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...

Barnes Quarterly – Episode 13

Written by admin on November 5, 2022. Posted in Barnes Quarterly Podcast.

Episode 13 of the Barnes Quarterly podcast is available for listening! We’re nearing the end of 2022, this will be our last Quarterly Podcast of the year. In this episode, we’ll discuss recent market conditions heading into year end with our CIO, Chris...

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