Barnum Financial Group's Center for College Planning  Home
(203) 513-6266
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Latest Articles

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • The Threat of Identity Theft
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • TIPS for Inflation
  • How Stocks Work
  • Mutual Funds vs. ETFs

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You

Lifestyle

  • A Path to Serenity and Smart Money Choices
  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
  • Do Your Kids Know The Value of a Silver Spoon?
 

Contact

Office: (203) 513-6127

6 Corporate Drive

Shelton, CT 06484

fritz.ek@barnumfg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Barnum Financial Group's Center for College Planning is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000.

*John Pearson is a licensed but not practicing Certified Public Accountant on behalf of MML Investor , LLC

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