Barnum Capital Management

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United States
Guilford, CT
Barnum Capital Management

Through a team approach, we work together to explore your financial goals and aspirations. We are licensed to sell insurance and securities in various states.

Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth for future generations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs. We are a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000. Barnum Capital Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

09/28/2026

As summer winds down and routines start to settle back in, September can be a great time to reset—not just your calendar, but your financial goals, too.

Take a moment to look at where you are, what’s changed over the summer, and what you want to accomplish before the end of the year. A little planning now can help you finish the year with greater confidence and clarity.

Here’s to a fresh season and a strong finish to the year!

09/25/2026

September is a great time to start planning. If you're on Medicare, your plan's Annual Notice of Change should arrive by September 30. This outlines what's changing with your coverage for next year, including costs, benefits, and provider networks.

Before enrollment opens, take time to review your current plan, note any changes in your health needs, and compare your options. A little preparation now can help you make a more confident decision when the time comes.

09/24/2026

What happens when your business loses someone it can’t easily replace? Discover how key person insurance can help protect your business from unexpected disruption.

Click Here to Read More in Our Latest Blog: https://bit.ly/4yijtQs

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09/23/2026

As we head into the final months of the year, it's worth asking: does a Roth conversion make sense for you?

Converting pre-tax retirement funds to a Roth IRA means paying taxes now, but the trade-off could be tax-free growth and withdrawals in retirement. Roth IRAs also have no Required Minimum Distributions during your lifetime, which gives you more flexibility with how and when you use your money.

A Roth conversion isn't right for everyone, but for some, it can be a powerful long-term strategy. The key is running the numbers before December 31.

CRN202908-11873384.

09/22/2026

Happy first day of fall! 🍂

A new season is here, bringing cooler days, changing leaves, and plenty of opportunities to slow down and enjoy the moments that matter. What are you looking forward to most this fall?

09/21/2026

A few things to consider before year-end:

• Are you on track to max out your 401(k) contributions? The 2026 limit is $24,500 (or $32,500 if you're 50+)
• Have you reviewed your IRA contributions? The limit is $7,500, or $8,600 if you're 50+
• If you're between 60 and 63, you may be eligible for an enhanced catch-up contribution of up to $11,250
• If you're 73 or older, don't forget about your Required Minimum Distribution deadline on December 31

Small adjustments now can make a meaningful difference down the road.
https://bit.ly/4xGBZ43

09/18/2026

These new tax-advantaged accounts may give families another way to save for a child’s future, with contributions available from parents, grandparents, and employers.

But before opening one, it’s important to understand the rules and how it fits into your overall savings strategy.

Curious if a Trump Account could make sense for your family? We’re here to help you explore your options.

CRN202908-11873384

09/16/2026

Fall brings plenty to look forward to, from activities and travel to the start of the holiday season. But those expenses can add up quickly.

Take a moment to plan ahead, review your upcoming expenses, and set a spending strategy now. A little preparation today can help you enjoy the season with less financial stress later.

09/14/2026

When was the last time you reviewed your beneficiaries?

Major life events like marriage, divorce, the birth of a child, or even a career change can impact who you want listed on your accounts and policies. Take a few minutes to review your beneficiaries and make sure your plans still reflect your wishes.

A little maintenance today can help prevent complications down the road.

09/11/2026

Hit a financial setback? Reset starts here. 🔁💡

Setbacks happen—but staying stuck doesn’t have to. Here’s how to rebuild your savings momentum, one step at a time:

🧾 Reset your budget: Strip it back to the essentials—housing, food, utilities, transportation.
🏁 Start small (really small): $10–$25 per paycheck still counts. It’s about momentum, not size.
🛟 Build a mini safety net first: Aim for $500–$1,000 before anything else.
✂️ Cut one expense today: One subscription or habit = immediate progress.
🔄 Redirect extra cash: Bonuses, tax refunds, side income → straight to savings.
📆 Commit to a 30-day reset: Don’t overthink it—just stay consistent for one month.

Small moves. Big rebuild.

Address

Guilford, CT

Telephone

(855) 752-6226

Website

http://www.barnumcm.com/

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