• August 22nd, 2012
Maria Conlon from Barnum Financial Group shares strategies to plan for college costs.

Maria, a former UConn basketball player, was able to get a scholarship to college, but now that she has a daughter, she's beginning to plan and save for her college tuition.

Barnum Financial Group, an office of MetLife, provides a full range of investment and risk management products and services to over 160,000 clients including individuals and their families as well as small businesses, corporations, government entities, not-for profit organizations and their employees.

To learn about some upcoming seminars on saving for college, visit www.barnumfinancialgroup.com
  • December 2nd, 2011
Barnum Financial Group has important financial advice

Michael Lynch talks about what moved people should make with their investments when blizzards, hurricanes and market meltdowns strike.
  • November 4th, 2011
Barnum Financial Group is hiring!

Watch to learn why a career in financial services is so attractive.
  • October 5th, 2011
Jim Ian from Barnum Financial Group talks about the value of systematic savings. He discusses the importance of creating and maintaining a budget. Finally, he reveals how to minimize taxes to maximize long term growth.

Jim is a practicing financial planner with the Barnum Financial group. He has been in the business for 15years. Jim teaches financial planning courses in many area corporations. Jim's practice focuses mostly on asset management and income planning.
  • September 14th, 2011
September is life insurance awareness month. Barnum Financial Group discusses the importance and gives some helpful advice about life insurance.
  • September 2nd, 2011
Earthquakes, Hurricanes and market meltdowns, what moves should people make with their investments?
  • August 3rd, 2011
Barnum Financial Group has some wealth management tips.
  • July 5th, 2011
Make your money work for you. Barnum Financial Group can help you identify the best investments, and make sure you get the most out of your money.
  • June 2nd, 2011

Matthew Paulsen from Barnum Financial Group joins Connecticut Style to share some common financial planning mistakes.

- Not saving enough
- Not monitoring asset allocations
- Not keeping beneficiary distributions up-to-date

Matthew Paulsen CFP®
Barnum Financial Group
(203)689-9016

  • April 4th, 2011
Tax tips from Barnum Financial Group:

* Making higher contributions to your 401(k) or IRAs.
* Selling appreciated stock or investment property.
* A Roth IRA conversion.

Their team is having a seminar on April 14th in Stamford, CT called "Lifetime Income-It does not have to be a mystery to me." Please contact Daniela Castiglia at 203-513-6145 for details and to RSVP.
  • March 8th, 2011
Lizz Milardo from Barnum Financial Group joined Connecticut Style with some tips on what to do with your tax refund.

1. Save
2. Pay off debt
3. Major home improvement - increase value of home
4. Invest - you don't need to start with a huge amount, you can start small
5. Don't let the IRS earn your interest dollars

What to do if you owe money/how to reduce tax burden

1. Take advantage of retirement plans at work - or start your own
2. Ask your financial advisor how to reduce tax burden when you have outgrown the major tax write-offs (mortgage, dependents, education tax credit)
  • February 10th, 2011
Lizz Milardo from the Barnum Financial Group joined Connecticut Style with some tips on how women can take control of their financial future.
  • November 10th, 2010
Founded in 1917, The Unquowa School is a learning community that prizes student independence and creativity, academic vigor, personal responsibility, kindness and manners. We foster a collaboration of faculty, parents and trustees to create a caring family atmosphere that gives children the confidence, both academically and socially, to succeed at the best independent and public high schools, both day and boarding.
  • November 3rd, 2010
Andrew Wigzell is back to discuss the economy, and what the stock market can show us about the economy.
  • October 25th, 2010
No matter what your goals are Barnum Financial Group can help you sort out your priorities and create an investment strategy that’s right for you. MetLife and MetLife Securities, Inc., offer a broad range of services, tools, and investment products - including annuities, mutual funds, investment accounts and IRAs – to help you achieve your investment goals.
  • October 19th, 2010
Barnum Financial Group, an Office of MetLife, is a comprehensive financial services firm dedicated to helping people improve their long-term financial success. BFG offers a full line of protection products including life insurance, disability insurance, auto and home insurance, and long term care. BFG specializes in all financial planning including college funding, retirement planning, estate planning, wealth management, investments, and small business planning services.
  • October 6th, 2010
Retirement, it's what you've been working towards all your life. Begin now by taking steps to create a personal retirement strategy that may allow you and those you love to enjoy it to the fullest.

If Social Security, your pension and savings won't generate enough income to cover expenses for your lifetime, you may need other retirement income sources.

Barnum Financial Group will help you create a sound retirement plan.
  • October 5th, 2010
Barnum Financial Group, an Office of MetLife, is a comprehensive financial services firm dedicated to helping people improve their long-term financial success. BFG offers a full line of protection products including life insurance, disability insurance, auto and home insurance, and long term care. BFG specializes in all financial planning including college funding, retirement planning, estate planning, wealth management, investments, and small business planning services.
  • September 8th, 2010
Barnum Financial Group discusses how to invest in a turbulent market, and make sure you are getting the most out of your money.
  • July 22nd, 2010
Now more than ever it is crucial to have a team of financial professionals working together on your behalf. A wealth management team will help you find a financial strategy that is beneficial for you.
  • June 7th, 2010
Investment and retirement planning.

Contact Barnum Financial Group today to discuss your options including IRAs, investment accounts, mutual funds and annuities.
  • May 17th, 2010
Special needs planning leverages the unique aspects of tax, finance, law and public benefits to make sure that people with disabilities achieve and sustain lives of independence and dignity that are not primarily constrained by finances.

Today, one in 150 children is diagnosed on the autism spectrum, for example. This has financial implications for individuals, families and society.

Special needs trusts are for anyone with a disability that may need ongoing support.
  • April 15th, 2010
Barnum Financial Group joined Connecticut Style with some tips for parents on how to pay for college without going broke.
  • Contact Barnum Financial
Barnum Financial Group
6 Corporate Drive
Shelton, CT 06484

Phone
203-513-6000

Website
www.barnumfinancialgroup.com
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