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

Investment

  • Understanding Equity Compensation
  • Estimating the Cost of College
  • How Stocks Work
  • Pullbacks, Corrections, and Bear Markets
  • How to Invest in LGBTQ+ Friendly Companies
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream

Tax

  • 2026 Tax Law Changes
  • 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?

Money

  • Saving Early & Letting Time Work for You
  • Exploring the Federal Student Grant Program
  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • Making a Charitable Contribution
  • 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?

Lifestyle

  • Retiring Wild: National Parks and You
  • Financial Aid for Students 101
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • 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
 

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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