Family Financial Management Group, LLC

03/24/2025

Thank you to Amy Castoro of the Williams Group for this Great Article “Whose Money is This?” Part 3: Defining Values, Amy writes, “Understanding the family values enables the next generation to more easily cultivate what is meaningful for them..” … “A family value of contributing to society… becomes a way for them to feel good about themselves and belong to the larger collective in ways that are meaningful to them.”

Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now.

03/21/2025

The new year begins! Last week, the markets continued reacting to the Federal Reserve's indication of fewer rate cuts in 2025 than previously expected, which led to a surge in bond yields and a decline in stock prices. Check out the weekly market perspective for more insights.

03/20/2025

Thank you to Amy Castoro of the Williams Group for this Great Article “Whose Money is This? Part 2 Build Relationships Based on Trust.” Amy writes about the important steps that are often skipped when parents are preparing their next generation for wealth transfer.

Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.

02/14/2025

This Valentine's Day, make sure your future together is full of love and financial security. Let Barnum Financial Group help you invest in your happily ever after. ❤️

11/28/2024

This Thanksgiving, we’re feeling grateful for all our clients. Your trust and support mean the world to us. Happy Thanksgiving from the Barnum Financial Group family!🦃 🧡

11/27/2024

What are you thankful for this year? Take a moment to reflect and express your gratitude. We want to hear from you!

11/19/2024

Tax season is coming to a close, but there is still some time to make “prior year contributions”. It is important to understand some key differences between a traditional IRA vs Roth IRA before doing so.

Use a comparison chart to learn how to save money for your retirement with traditional and Roth IRAs.

11/18/2024

Digital wallets are here to stay and the technology behind them is only going to get better. To learn more, check out this article: https://bit.ly/4fTiCvT

CRN202505-2512364

11/15/2024

As an athlete, watching my teammates accomplish their goals, celebrate their wins, and put 100% into everything they did always gave me so much energy and motivation. I knew from a young age that I wanted to channel that energy and motivation into my career, whatever it may be. https://bit.ly/3tk7e6j

11/14/2024

Barnum Financial Group’s eBook, “Navigating Career Changes: A 3-Step Financial Plan for Success,” is here! Download for FREE: https://bit.ly/4euaKjA

11/13/2024

November is here and so is a brand-new Barnum Report! Check out these 4 articles:

How Much Annual Income Can Your Retirement Portfolio Provide?
Gift and Estate Taxes
Retirement Planning Tip for Women
Starting or Buying a Business

CRN202709-7385810

04/26/2024

Retirement wealth can be taxed in different ways. Let’s talk about a strategy that may help better position you for the future.