Paul Barlow, CFP

11/17/2021

During the pandemic, the top 1% gained over $6.5 trillion in corporate equities and mutual fund wealth. This fact showcases the stock market’s role in increasing wealth inequality. Click here for more details. https://bit.ly/3C59YqM

The top 1% gained over $6.5 trillion in corporate equities and mutual fund wealth during the pandemic, according to the latest data from the Federal Reserve.

11/15/2021

Did you know more than 60% of Hispanic households aren’t putting aside anything in 401(k) plans? Find out part of the reason for this issue here: https://bit.ly/30NDPGu

A majority of Latino households aren't putting aside savings for retirement. A Hispanic financial planner says that education and information are big factors.

11/11/2021

House Democrats proposed a prohibition on converting pre-tax IRA and 401(k) plan funds to Roth savings for wealthy taxpayers. Yet here’s why the proposed elimination of Roth conversions for the wealthy won't start until 2032. https://bit.ly/3aX80gf

House Democrats proposed a repeal of Roth conversions for the wealthy. But the provision wouldn't take effect for a decade.

11/08/2021

The biggest cost-of-living adjustment in years follows a burst in inflation as the economy struggles to shake off the drag of the coronavirus pandemic. Retirees on Social Security will get a boost of about 6% in benefits for 2022. Check it out! https://bit.ly/3FWP4fU

WASHINGTON (AP) — Millions of retirees on Social Security will get a 5.9% boost in benefits for 2022 .

11/02/2021

Entrepreneurs don’t have the same retirement savings options as an average employee, however, there are still plenty of ways to save. Check out the best retirement plans for the self-employed here! https://bit.ly/3aCVout

Being self-employed has a multitude of benefits. While you can be your own boss and enjoy the flexibility and agency that comes along with this style of employment, there are certain things that aren’t as readily available. This includes employer … Continue reading → The post Best Retirement P...

11/01/2021

Study shows the pandemic has disrupted retirement plans for 35% of Americans. So when are Americans expected to retire? Find out here! https://bit.ly/3ve7Dan

The Covid-19 pandemic has been a financial boon or bust for many Americans. Now, those affects are changing how soon they expect to retire.

10/28/2021

Those looking to trim their tax bill may consider an individual retirement account contribution as the year winds down. Before transferring the funds, there are rules and limits investors need to know. Check it out! https://bit.ly/3awxf93

Planning to deduct individual retirement account contributions? Here’s what investors need to know about write-off eligibility and limits.

10/27/2021

There will be 4 big changes are coming to the way parents and students apply for financial aid and save for college. Check out this video for information! https://bit.ly/3DlVGSU

Four big changes are coming to the way parents and students apply for financial aid and save for college.

10/26/2021

All U.S. citizens are eligible for Medicare starting three months before they turn 65. However, there are several essential things many Americans don’t know about the cost of Medicare. See for more! https://bit.ly/3oL1Dof

All U.S. citizens are eligible for Medicare beginning three months before they turn 65. And while Medicare Parts A and B help defray the costs of healthcare, such as hospitalization and medical care,...

10/25/2021

A $1 million nest egg certainly sounds like it would be enough to support you for the rest of your lifetime. But how long would that last? It depends on where you live. Find out how long $1 million will last in California. https://bit.ly/3uSBd4R

Americans' lack of savings has caused financial experts to paint a dismal picture when it comes to retirement. Analysts at Blacktower Financial Management Group calculated that you would need to save...

10/22/2021

Unlocking your financial future is helping make the financial world easier to navigate. We focus on getting you organized, creating a solid financial plan, and helping you execute the right mix of investments. Visit our website for more information! https://bit.ly/39BsKIf

10/21/2021

Financial advisors face a unique opportunity to become a valuable resource for investors and savers facing today’s challenges. Here are 5 ways advisors can become the “go-to” planning resource for you! https://bit.ly/3hZCCBJ

Financial advisors have a great opportunity to become a beacon of trust for investors by guiding them through difficult life and financial decisions.