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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...

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...

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,...

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...

High Net Work Individuals and Charitable Giving

HIGH-NET-WORTH INDIVIDUALS AND CHARITABLE GIVING

Written by admin on October 10, 2022. Posted in 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...

Time to Tune-Up Your Financial Plan

Written by admin on September 12, 2022. Posted in Financial Planning.

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...

Handling Retirement Shortfalls

Written by admin on August 8, 2022. Posted in Retirement Planning.

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...

Barnes Quarterly – Episode 12

Written by admin on July 22, 2022. Posted in Barnes Quarterly Podcast.

Episode 12 of the Barnes Quarterly podcast is available for listening! In this episode, we’ll discuss recent market conditions with our CIO, Chris Zaccarelli. In addition, we’re welcoming Traylor McNeil, Director of Development of the Hang Tough...

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