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The New Normal Retirement

Submitted by The Baran James Company, Inc. on April 9th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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  • financial planning articles
  • millennials investing retirement
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Sending Your Kids to College: What Should You Really Expect?

Submitted by The Baran James Company, Inc. on April 9th, 2022

It’s no secret that the cost of pursuing higher education is becoming unaffordable, even for affluent families. But if you have aspirations of sending your child to college, it is possible, but there are some details to consider.

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Roth IRA Contributions and Conversions

Submitted by The Baran James Company, Inc. on February 27th, 2022

 

If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA might be a sound financial move depending on your situation.  

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What’s Your Risk Management Plan?

Submitted by The Baran James Company, Inc. on February 25th, 2022

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important component of a sound financial plan should be your personal risk management strategy.

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  • insurance
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2022 Contribution Limits

Submitted by The Baran James Company, Inc. on January 30th, 2022

 

Is it time to contribute more?

 

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

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Retirement Preparation Mistakes

Submitted by The Baran James Company, Inc. on January 30th, 2022

 

Why are they made again and again?

 

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.    

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  • retirement
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Frightful Halloween Facts

Submitted by The Baran James Company, Inc. on October 30th, 2021

 

Spooktacular Halloween trivia.

 

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  • millennials investing retirement
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Wise Decisions with Retirement in Mind

Submitted by The Baran James Company, Inc. on October 30th, 2021

 

Certain financial & lifestyle choices may lead you toward a better future.

 

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  • retirement
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End-of-the-Year Money Move

Submitted by The Baran James Company, Inc. on October 30th, 2021

 

Here are some things you might consider before saying goodbye to 2021.

 

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Could Custodial IRAs Help Young Adults Buy Homes?

Submitted by The Baran James Company, Inc. on September 10th, 2021

 

Individual Retirement Arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily.   

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