Jason Kormes, Financial Services Representative at Barnum Financial Group

01/29/2024

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

https://bit.ly/3vMEAio.

01/24/2024

Estate planning can be a complex topic to navigate, but you may know more than you think. Test your knowledge and learn more about why an estate plan is important: https://bit.ly/3Sek4io.

01/22/2024

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, let’s make sure you have the right plans in place.

01/17/2024

Fixed investment products will likely not provide returns high enough to combat inflation. Let’s talk about how MassMutual’s newest tax-deferred variable annuity can help diversify your portfolio and help grow your nest egg when inflation is high.

Learn more: https://bit.ly/3O33TTG.

12/14/2023

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

12/13/2023

A variable annuity can grow your savings based on market performance. Let’s talk about methods for keeping your retirement savings ahead of inflation. https://www.massmutual.com/retirement/annuities/variable-annuities.

12/07/2023

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

12/06/2023

Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://blog.massmutual.com/retiring-investing/retire-early-avoid-penalties.

12/05/2023

Have you considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon! Learn more: https://blog.massmutual.com/planning/mmtc-estate-planning.

11/22/2023

Let’s talk about how an annuity can provide an additional source of guaranteed income to help secure your retirement. https://blog.massmutual.com/retiring-investing/annuity-fit-retirement.

11/16/2023

Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help you and your loved ones’ year end planning.

Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

11/15/2023

It’s important to know the strength of your financial partners. Check out Forbes’ top 10 annuity company rankings and let’s discuss what makes these institutions strong. https://bit.ly/47fEygL.