David SooHoo

10/09/2025

Think of your budget goals as your financial wish list and your spending plan as a way to make those wishes a reality. Have you thought about your budget recently? Do you have a budget? Do you have a spending plan?

If not, there’s no time to start like now! If so, here’s a refresher! barnumfinancialgroup.com/estimating-your-retirement-income-needs-2

CRN202809-9544905

10/07/2025

Spooky Season is upon us, but there’s nothing spooky about what the Barnum Report has in store for you this month. October is financial planning month, and these four new articles are focused on your personal finances and financial planning needs.

🎃 The Spending Plan: Setting and Prioritizing Your Budget Goals
🍂 How Men and Women Approach Financial Planning Differently (And Why It Matters)
👻 Planning for the Financial Impact of Children
🍬 Is your Retirement Plan Adaptable to Life?

Read more: https://bit.ly/46Xl95o

CRN202809-9544905

10/01/2025

Wishing all those observing Yom Kippur a meaningful fast.

09/30/2025

One of your first steps when planning for your retirement income needs is to estimate how much income you'll need to fund your retirement. Learn More:https://bit.ly/3IKSR5Z

CRN202808-9380134

09/30/2025

Maximizing the estate planning value of life insurance means keeping as much of your proceeds in the hands of your beneficiaries and out of the hands of the IRS. Find out about your options, then speak with a financial professional to take action.
https://bit.ly/42OMlC4

CRN202808-9380134

09/29/2025

Just a quick reminder that our complimentary webinar, "Protection Planning: Why Employer Benefits May Not Be Enough" is happening tomorrow at 11:00 AM.

If you haven't registered yet, there's still time!

Reserve your spot in our educational webinar: https://bit.ly/4nBoDkJ

During this session, you'll discover:
How to identify hidden gaps in your current coverage
The real cost of being underinsured (it's more than you think)
Smart strategies to strengthen your financial safety net
When employer benefits work – and when they don't

Can't attend live? Register anyway and we'll send you the recording

CRN202809-9433400

Securities and investment advisory services offered through qualified registered representatives of MML Investor Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000. CRN202809-9433400

09/25/2025

Many of us assume our employer benefits will handle life's bigger financial challenges.

The truth? Most workplace protection is designed to meet minimum standards, not your family's actual needs.

Reserve your spot in our educational webinar: https://bit.ly/4nBoDkJ

During this session, you'll discover:
How to identify hidden gaps in your current coverage
The real cost of being underinsured (it's more than you think)
Smart strategies to strengthen your financial safety net
When employer benefits work – and when they don't

Can't attend live? Register anyway and we'll send you the recording

CRN202809-9433400

09/25/2025

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

09/24/2025

Few tools are as valued as life insurance. Once people have this coverage, they recognize its critical role in providing peace of mind. You’re not alone, if you have life insurance or considering it, this article shares how Americans in the Workplace feel about life insurance.
https://bit.ly/4mvBV16

CRN202808-9380134

09/22/2025

To those celebrating Rosh Hashanah – Shana Tovah!

09/18/2025

If you’re evaluating a job offer, consider more than the salary or hourly rate. What’s the value of the overall package? How can it help you move toward your financial goals? Let’s connect about what’s next in your journey.