Is market volatility driving you crazy?  Even in a down market, opportunities will present themselves.  Here are three strategies for the market contract:  Putting cash to work, tax-loss harvesting, and Roth conversions.  When the market gives you lemons, make lemonade.  Don’t panic; be strategic.  Let’s talk.

The insurance and investment industry is touting a new concept, “Value Based Customer Service.”  The concept is a move away from product-centric to customer-centric solutions.  A value-based approach prioritizes understanding and addressing our customers’ true needs as opposed to selling a specific product.  Well, guess what? That’s precisely how we founded Barney Insurance Solutions 30 years ago. If you’d like customer-centric solutions from advisers you can trust, give me a call.

Did you know that the payout from an insurance policy is tax-free to most beneficiaries? Let’s discuss how some of my customers use life insurance to strategically pass on wealth to their heirs.

Instead of spending tomorrow listing five things you accomplished on your job, why not use that energy to implement a five-step plan for achieving long-term financial security?  Stay focused on making prudent decisions during turbulent times.  Let’s talk.

As you complete your tax returns for ’24, you’ll better understand which tax bracket you’ll be in and where you fall within that range. Armed with that information, let’s discuss how you can optimize that knowledge with some Roth IRA conversions in ’25. 

Welcome to the webpage of Barney Insurance Solutions. This platform does a great job of presenting the services I offer while offering my customers, friends, and peers to interact with me in the digital world. Feel free to share your thoughts while here, and I’ll share timely and valuable updates from the world of insurance and investing with you in the near future.

It’s Open Enrollment for Medicare (10/15 – 12/7). Let’s review your coverage to ensure you’re getting the best healthcare that meets your needs.