Name: Barnes Capital Group Tallahassee, FL
Price range: $$

ASSET PROTECTION IN ESTATE PLANNING

Written by admin on September 5, 2023. Posted in Estate Planning.

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers,...

TAXATION OF INVESTMENTS

Written by admin on August 8, 2023. Posted in Investing.

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Barnes Quarterly – Episode 16

Written by admin on August 4, 2023. Posted in Barnes Quarterly Podcast.

Episode 16 of the Barnes Quarterly podcast is available for listening! In this Q3 2023 Episode of Barnes Quarterly, let’s take a moment to talk market happenings, analysis and outlooks as we move into the second half of the year. We’ll speak with our CIO, Chris Zaccarelli,...

TRUST BASICS

Written by admin on July 5, 2023. Posted in Wealth Management.

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose....

ESTIMATING YOUR RETIREMENT INCOME NEEDS

Written by admin on June 6, 2023. Posted in Retirement Planning.

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs...

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...

News