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Blue Barn Wealth

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United States
Orem, UT
Blue Barn Wealth

Come experience a different way to manage and think about wealth.

05/12/2024

On behalf of our entire team, we want to wish all mother figures out there a very Happy Mother's Day!

No matter how you celebrate, we hope you have a relaxing and meaningful day surrounded by loved ones.

Remember, if you have any questions or need assistance, don't hesitate to DM us or give our office a call. We're here to help!

02/12/2024

February is Financial Aid Awareness Month! If you're planning for college expenses for your family, here's a deeper look to get you ahead.

Supporting a college journey is a major financial commitment. And, like any significant investment, it requires strategic planning.

If you’re feeling overwhelmed, reach out and we can help you create a solid financial plan to support your family’s educational future 🎓

02/08/2024

The big game of 2024 is upon us, and we can’t help but look at it through a financial lens 🔎

We ran the numbers, and here are the big figures behind the big game:

🏈 Last year's game boosted Phoenix's economy by $1.3 billion. Nevada's expecting a blockbuster debut as host.
🏈 Fans dished out a record $16.5 billion in 2023.
🏈 A 30-second ad slot cost $7 million in 2023. Will this year break records?
🏈 Over 50 million Americans placed $16 billion in bets last year, up from 2022.
🏈 Las Vegas is gearing up with 10,000 volunteers and thousands of temporary jobs for the expected 450,000 visitors.

Did any of these stats shock you? Let us know in the comments — and while you’re at it, let us know who you’re rooting for 🏆

02/05/2024

During this month of love, our team is focusing on a different kind of relationship than you might have in mind – the one you have with your money! ♥️

In general, our financial patterns are influenced by our lived experiences, emotions, and mental health. With this in mind, swipe through for some prompts to identify your financial patterns, with the ultimate goal of getting to know yourself a little better ↩️

02/01/2024

Did you know? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Health Savings Account (HSA) than ever before! This is the largest increase since HSAs were introduced in 2004.

🔍 Here's what's changing:

Individual HSA limit: $4,150 (up from $3,850)
Family HSA limit: $8,300 (up from $7,750)
Bonus for those 55+: An additional $1,000 saving option!

Got questions or want to discuss how this impacts you? Don't hesitate to reach out. We’re here to assist in any way we can!

01/29/2024

Life is dynamic, as are your financial objectives.

To close out our financial wellness series, our final tip: review and rebalance.

As your wealth expands, your financial goals and risk tolerance shift and change. Our goal with every client is to keep their strategy aligned with their objectives, values, and risk tolerance every step of the way.

Ultimately, knowing their financial portfolio is under regular review provides our clients with peace of mind and a sense of security.

That’s it for our financial wellness series! If you missed a tip, scroll back through our feed to check them out. Was this series helpful for you? Let us know in the comments! ⬇️

01/25/2024

We are back with part two of our series on building sustainable financial wellness!

Today’s topic: protecting your assets.

Protecting your assets is essential to avoid potential tax or creditor challenges. A regular review of relevant laws with a financial expert can make a world of difference in securing proper protection.

Asset-protection planning can involve employing a variety of strategies, like establishing distinct legal entities such as corporations, partnerships, and trusts. These decisions depend greatly on the nature of your assets and other factors.

That’s where we come in! We sit down with clients and discuss the type of protection required for their unique financial circumstances.

Have questions about asset protection? Give us a call, and stay tuned for part three coming soon!

01/22/2024

We are kicking off 2024 with tips on financial wellness! While many of us start off the year with resolutions to budget better and save more, how can we actually protect and build wealth?

One of the most important topics we talk to our clients about is diversifying their portfolio.

Diversifying your investment portfolio is a crucial strategy to manage risk and potentially improve returns over the long term. In other words: don’t put all your eggs in one basket.

This involves spreading your investments across different asset classes and securities to reduce the impact of any one investment's poor performance.

Feel free to share this tip with your network to help them on their financial wellness journey. And stay tuned for part two coming soon!

01/18/2024

January 18th is Get to Know Your Customers Day, a quarterly holiday (yes, really!) dedicated to connecting and learning more about YOU, the people who support and sustain our business🎉

In the spirit of the New Year, we want to know: What are your New Year's resolutions for 2024?

We'd love to hear your aspirations and how we can support you on your journey! Feel free to share your resolutions in the comments below.

01/15/2024

On this Martin Luther King Jr. Day, we pause to reflect on the enduring wisdom of Dr. King’s words:

"The time is always right to do what is right."

Let's commit ourselves each day to uplift one another and actively contribute to positive change in our communities.

In honor of Dr. Martin Luther King Jr., our office will remain closed today as we remember his remarkable legacy of justice, equality, and hope 🌍

01/11/2024

As we dive into 2024, it's a golden opportunity to reflect on the twists and turns of 2023 that could warrant a retirement plan review 📆

Here's a quick checklist to ensure your plan accurately mirrors your current situation:

🔹 Life Changes - Significant life changes, such as marriage, divorce, the arrival of a new family member, or alterations in your income, can have a profound impact on your financial goals. It's essential to assess your retirement plan and make any necessary adjustments to align it with your evolving circumstances.

📈 Risk Tolerance Shifts - Different stages of life bring different levels of risk tolerance, and changes in goals may cause changes to your risk tolerance as well. With that in mind, it’s a good idea to regularly evaluate your risk tolerance in relation to your retirement plan.

🧾 Tax Considerations - Tax laws can undergo annual modifications, influencing the financial aspects of your retirement plan. If your financial situation has evolved, these changes may have a notable impact on your overall retirement strategy.

This checklist provides a general overview, but we’re here to offer personalized guidance. Feel free to send us a message or call the office to discuss!

01/10/2024

It’s important to align your savings strategy with the latest changes to retirement contribution limits. Here's an overview of what you need to know for 2024:

📈 For 401(k), 403(b), 457 Plans & Thrift Savings Plan:
- New Contribution Limit: $23,000 (up from $22,500 last year)
- 50+ Age Catch-Up: Still at $7,500, making the max contribution $30,500

💰 For Traditional & Roth IRAs:
- Increased Contribution Limit: Now $7,000 (previously $6,500)
- 50+ Additional Catch-Up: Remains $1,000, totaling max of $8,000

🔍 For HSAs (only for those who have a High Deductible Health Plan or HDHP):
- Increased Contribution Limit: Now $4,150 for individuals, $8,300 for those with family coverage
- 50+ Additional Catch-Up: Remains $1,000, totaling a max of $5,150 for individuals, $9,300 for families

If you're unsure about how these changes impact you, we’re here to help. Reach out anytime for guidance on your 2024 retirement savings strategy!

Address

370 W Center Street
Orem, UT
84057

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.bluebarnwealth.com/

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