Jason Feldman, Wealth Management Advisor, Barnum Financial Group

The consequences of filing taxes late are serious. If you wait too long and miss the deadline for filing your taxes, there are several things you should know about what happens when you are late on taxes. CRN202601-3835947
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You need to protect the funds you’ve been building over the years from taxes, inflation, and other market challenges. Think about rolling over your qualified retirement savings accounts into a fixed annuity to defend against market risk and guarantee your income. https://bit.ly/3I7BDeJ.

: Overwhelmed with work? Don’t have a breakdown. Instead, break down big projects into small, manageable steps to build momentum.

Talking about your finances is easy to put off until tomorrow. I can help you get the conversation started.

Have you received a bonus from your employer recently? Bonuses can affect your tax burden in various ways. Therefore, it's crucial to understand how bonuses are taxed to plan accordingly. CRN202601-3835947
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The Back-to-Basics series, presented by Barnum, is designed to answer those questions that are on everyone's mind. When searching for health insurance, it is essential to consider various factors to help you choose the best policy.
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It may not be best to immediately start pulling money from your retirement accounts as you exit the workforce. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments and plan for a long retirement. https://www.massmutual.com/financial-wellness/calculators/retirement-calculator.

: Communication during a crisis is critical to keep the business on track. Let employees know what's going on or they’ll write the story themselves.

You have an opportunity to leave a legacy. Let’s talk about what you want it to be.

February’s Barnum Report is live! Check out our articles about soft skills, how to obtain health insurance and life insurance, what happens when you file your taxes late and more! CRN202601-3835947
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: Actions speak louder than words. Monitor how employees are using their benefits (or not) to see if it’s time to reevaluate what you offer.

2022 was a tough time for a lot of people and concerns about the economy have rarely been higher. Let’s get past the doom and gloom and talk through your plans to weather the rocky economy. https://www.massmutual.com/about-us/news-and-press-releases/press-releases/2022/11/massmutual-consumer-spending-and-saving-index-inflation-and-recession-fears-have-americans-looking.