Alessandro Caringi, CEPA, Financial Planner, Barnum Financial Group

02/08/2024

I am excited to share with you that after many years of studies and exams, I have just earned my CFP®️ (Certified Financial Planner®️) designation, the standard of excellence in financial planning. Achieving this designation is a demonstration of my commitment to a rigorous level of expertise and practice to guide my clients and their families towards their life goals. I look forward to continuing to support and serve my valued current and future clients in their financial goals. CRN202503-2132265

07/24/2023

Before making the decision to invest, make sure you take an honest look at your current financial situation.

CRN202507-2662454

12/06/2022

The Internal Revenue Service announced that the amount individuals can contribute to their 401 (k) plans in 2023 has increased to $22,000, up from $20,500 for 2022. Now is the perfect time for us to connect and ensure your retirement savings are on track.

10/12/2022

Most business owners have established an emergency fund to weather future challenges, yet 65% say it could only carry the business between four and 12 months. Let me help guide you as a owner.

07/26/2022

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, professional development and helping people. Key position will help to maintain a proactive sales and service strategy through servicing existing and potential future clients in a variety of functions. Responsibilities include maintaining correspondence, insurance and investments records, client files and data entry in accordance with compliance department guidelines, as well as setting, and confirming appointments, providing administrative support for advisors, responding to questions from insurance and investment clients and monitoring day-to-day workflow.

If you or anyone you know of is interested please contact me at [email protected] or call (914)372-2879

CRN202504-2157666

03/15/2022

Tax season is coming to a close, but there is still some time to make “prior year contributions”. It is important to understand some key differences between a traditional IRA vs Roth IRA before doing so. Take a look at my brief video to better understand these differences.

CRN202409-958309

03/08/2022

Whether you do your own taxes or utilize professional help, below are some tips that could help you and hopefully make April not such a cruel month: https://bit.ly/3sFSwXJ

03/01/2022

Give the gift of life insurance, so your loved ones can remain financially afloat when they need it most. Ask yourself, “How would my loved ones be doing right now if I were no longer in the picture?”

01/31/2022

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!

Everything changes when your financial plan includes other people. Here are a few tips for creating a family financial plan.

01/25/2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout thresholds for IRA deductibility and Roth contributions. https://bit.ly/3ttt2NQ

10/25/2021

October is Financial Planning Month! With that being said, many people are unaware what exactly Financial Planning is and what a Financial Planner does.
- Below is a video that better explains Financial Planning and what you should know.

CRN202204-264118

10/21/2021

Ovechkin + Backstrom = match made in duo heaven. We are proud to be affiliated with MassMutual, an official partner of the NHL. Here’s to planning and protecting that goes beyond the rink.

Ovechkin + Backstrom = match made in hockey duo heaven. As proud official partners with the NHL, here’s to planning and protecting that goes beyond the rink....