Rob Rakossy, Barnum Financial Group

05/30/2024

Diversification is key. While home values are up, the overall real estate sector has been trending down this year. What does this mean for your investments? Let’s discuss.

05/27/2024

Feel like retirement is out of sight? With a little planning, you can retire on your timeline and your terms. Talk to me today to learn how.

05/24/2024

Has the Fed seen enough? Unemployment claims are climbing recently. Job openings and wage growth are both slowing down. Read more here and let’s discuss the impacts.

The number of Americans applying for unemployment benefits jumped to its highest level in more than eight months last week in another sign that the labor market may be softening.

05/24/2024

Market volatility could have a potential long-term impact on your retirement. You can’t predict downturns, but you can prepare for them, and reduce their impact.

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

05/23/2024

You’ve heard the old adage, “It’s time in the market, not timing the market.” Let’s take a look at your time horizon and risk tolerance to ensure you have the right mix of assets to help you achieve your dreams in life.

05/22/2024

Regardless of how you’ve chosen to save through the years, you’ll need an income solution that you can’t outlive. Let’s talk about how an income annuity can help support your retirement needs.

An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.

05/22/2024

Executive Bonus Plans allow business owners to offer a valuable insurance benefit to their key employees. Contact me to learn more.

05/20/2024

Travel, weddings, buying a new home. Spring is a time when you may have an increased need for liquidity. I can help you consider your options, from asset allocation to lending strategies. Let's connect.

05/17/2024

Is increased investment risk on the horizon? Check out the newest market perspective by Chief Investment Officer of Wealth Management, Daken Vanderburg, to learn more.

Keeping tabs on economic risks, including the stubborn inflation rate and rising loan payment delinquencies.

05/16/2024

Even if you are covered by disability income insurance through your employer, the level of income protection it provides may not be enough. Let’s make sure you’re protected.

05/13/2024

Life can be unpredictable. I can help you protect what matters most. Let’s connect.

05/10/2024

You have your sights set on the future — sending the kids to college, retirement, leaving a legacy... a steady investment strategy can help you get there.

A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.