Evergreen Advisory Team at Barnum Financial Group

02/12/2026

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk about how an annuity can provide retirement income you can’t outlive.

Head into reitrement with confidence by understanding the benefits and value of fixed annuities for a longer and financially secure journey ahead: 0:00 Intro...

02/03/2026

Markets were volatile last week as big tech earnings, Fed messaging, and shifting rate cut expectations drove sharp swings. The Fed held rates steady, and Kevin Warsh’s nomination as the next chair added uncertainty to the policy outlook. Despite mixed inflation data and earnings turbulence, equities ended roughly flat while commodities saw significant moves. Check out this week’s market perspective to learn more.

02/03/2026

As the number of Americans over age 65 continues to grow, the demand for retirement income will rise. Let’s talk about your retirement well ahead of your decision to retire.

12/11/2025

If you’re stressed about spending during the holidays, you’re not alone. Here are a few tips to help you stay out of debt this holiday season.

12/01/2025

If you have a break before the New Year, start checking things off your estate planning to-do list. Then let’s connect.

11/06/2025

As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help minimize tax liabilities. One approach is tax loss harvesting, and there are many others that may make more sense for your portfolio. Let’s work together, along with your tax advisor, to make the most of your investments.

11/03/2025

Know your social security options, and how you can best lay the groundwork
for a comfortable retirement. A little planning goes a long way. Let’s get started.

10/29/2025

The concept of a market crash may hit harder if time isn’t on your side. Let’s talk about how an annuity may be able to protect your savings during big market swings.

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10/29/2025

Stocks surged to record levels this week, fueled by easing inflation and robust Q3 earnings. While the government shutdown, upcoming earnings releases, and rising trade tensions may stir short-term volatility, the broader outlook remains constructive. Stay ahead of the curve with this week’s market snapshot.

10/28/2025

Looking to balance growth and income in your retirement? Contact us today to speak to one of our Financial Professionals about how a variable annuity could help strengthen your portfolio.

If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

10/21/2025

It’s extremely important to know the basic facts about taking withdrawals from an annuity. Let’s talk about surrender charges and remove the mystery from the concept.

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10/16/2025

Reminder, if you’re eligible to take a Required Minimum Distribution (RMD) before year’s end, you can make a Qualified Charitable Distribution to reduce after-tax income. Making a QCD is a smart way to turn a scary deadline into a treat for a cause you care about. You can read more about QCDs here: https://bit.ly/4hf49fz

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