Lynn Carney Mack, Financial Advisor at Barnum Financial Group

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, let’s review.

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U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

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Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

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Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

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Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

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When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

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Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?