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Wednesday, June 19, 2024

Today, we're diving into a hot topic for retirees: pensions vs. 401ks. Let's break down the differences and see which one might be a better fit for you. The Golden Years of Pensions Remember how your parents or grandparents talked...

Wednesday, May 22, 2024

As the Baby Boomer generation reaches its golden years, many are contemplating how to leave a lasting impact on their families. This goes beyond simply naming beneficiaries; it's about ensuring your legacy is used wisely

Friday, May 3, 2024

Taking an early withdrawal from your retirement savings can really cost you. It may not just be less money for retirement but also penalties and tax costs that are more than you would expect.

Friday, March 29, 2024

Once you finish your tax return, don't just put taxes away until next year? In this article I share why its important to plan rather than react to what has already happened. A good CPA and financial advisor can make a big difference.

Tuesday, February 20, 2024

With tax season upon us, confusion often swirls around deductions and best practices. While everyone wants to minimize their tax burden, it's crucial to avoid risky tactics that could land you in hot water with the IRS. Here, we'll...

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Wednesday, January 3, 2024

Have you ever pondered this question that's often whispered in financial circles: "Would you rather have a mountain of cash now or a steady stream of income for life?" Is a pension or annuity a better choice than cash?

Thursday, December 21, 2023

In this article we will discuss financial planning around key 2024 tax changes. You will want to know what tax bracket you are in, understand whether the standard deduction or itemized deductions are most applicable and fund retirement.

Friday, November 17, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.

Wednesday, October 25, 2023

If you are a small business owner, you might be thinking of hiring your children.   There are a number of advantages to hiring your children.  You are likely considering the opportunity to teach them valuable life skills...

Tuesday, September 26, 2023

Pensions offer a guaranteed stream of income in retirement, while 401(k)/IRAs require investing and can run out of money. The best option depends on your individual needs and preferences.

Friday, August 11, 2023

When choosing the best way to save for retirement it is common for people to choose between a Traditional IRA and a Roth IRA . It could make sense to consider the third alternative: a mix between the two.

Monday, June 12, 2023

Environmental, Social and Governance (ESG) investing has become a hot button topic recently. ESG has become the new catchphrase for initiatives that show sustainability, climate consciousness, equality, inclusion, and equity. It can...

Saturday, May 20, 2023

Giving back is so important to us at Red Barn Financial. We believe it's essential to help others do better and we all have gifts that we can use to help each other (Romans 12:6).This month we were able to help Adult & Teen Challenge -...

Thursday, April 20, 2023

Have you ever had anyone sneak up on you and scare the heck out of you? Perhaps you jumped, yelled or (hopefully not) hit them unintentionally out of fear. It's happened to all of us - except the hitting part.

Friday, February 24, 2023

At the end of 2021 a study showed that 51% of US households are at risk of not sustaining their pre-retirement income in retirement. You might say that isn’t an issue, because your expenses will be lower. Maybe you don’t...

Friday, February 17, 2023

People often think of a Roth retirement account just for retirement but it can be so much more than that. Did you know you can help your children get a Roth at a young age? Did you know you can use your Roth as a savings vehicle? What...

Friday, January 20, 2023

It's that time of year again. A new year means the need to prepare for 2022 taxes while you run your business. The goal here is to make sure you connect with your tax professional early and get the forms you need to file out as soon as...

Friday, January 6, 2023

A new year is here and so are new opportunities for you to save for your future. During the commotion of the year end, Congress passed what is being dubbed "SECURE Act 2.0" on December 29th.This new law adds new provisions to allow...

Sunday, January 1, 2023

A new year means a new opportunity to set a course to financial prosperity. Where do you start? For many of us it's gathering the proper information understanding your budget and being intentional about investing and saving for the future

Thursday, December 22, 2022

It's common for parents to want to give their money to their children in equal amounts. If you have 3 children for example, you may want to leave 1/3 of your assets to each child when you pass away. While the logic makes sense, simply...

Friday, November 18, 2022

Most articles explore when you should do something or why you should, but not many talk about when you shouldn't. There are many good reasons to do a Roth Conversion but a few reasons why you shouldn't. In this article I'll talk about...

Monday, October 24, 2022

It's been a pretty volatile month in the stock market but it is looking like things are settling down a bit. I'm making a prediction as to what will happen based on the midterm election, which is only a few weeks away. Check that out...

Wednesday, August 4, 2021

After much research and consideration, my family and I came down to Murfreesboro, TN in December of 2020 to look for our new home. We had decided a few years prior that our time in Northern Virginia was soon to come to an end . When...