We get it – you’re busy. For many of you in our area, you’ve put in your forty hours by Wednesday afternoon. Balancing career, family, health and self-care is a constant struggle, and every last detail seems critical.
Personal finance takes energy, expertise, perspective, and most of all time – and you have little to spare. Our team works hard to put together a financial plan that reflects your values and reaches toward your goals – a plan that frees up your time and energy for what matters most.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Barrington Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
You care about much more than making and keeping money. Financial confidence and legacy are important, but you’re ready to reach beyond yourself. Helping others, fulfilling your calling and making a lasting impact on the world are all part of enriching your world. Our mission is to help you reach your financial goals for yourself, your family and the world around you.
We’d love to help you get started with your corner of the world.
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Great Britain’s prime minister and the European Union reached an agreement for Britain to exit the European Union on October 31, 2019, pending the approval of the British Parliament. Efforts to secure Parliament’s approval over the weekend were postponed to this week as Brexit opponents seek to shift enough votes to thwart the deal.
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199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.
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Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.
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The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.
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Shelter is the most basic of necessities, but for many, safe living conditions are in short supply. In Guatemala, the third poorest country in Latin America, more than 50% of all families live in extreme poverty, sheltering in makeshift, unsafe and unsanitary homes. Jim Quigley is helping to reverse those grim statistics…one family at a time. A Chicago-based financial advisor, Jim is the founding board member of HOPE’S IN, a nonprofit dedicated to empowering families in Guatemala City and developing the next generation of humanitarian leaders. For six years, Jim and his family have helped to build homes and provide vital...read the full article
Read MoreI have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.Read more
Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,Read more
