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Simple & Big

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Simple Advice, Big Returns

Mike’s Perspective

 
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Featured
[VIDEO] "Hey Mike": Can You Avoid Probate Without a Trust?
July 13, 2026
[VIDEO] "Hey Mike": Can You Avoid Probate Without a Trust?
July 13, 2026
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July 13, 2026
[VIDEO] Should You Convert to a Roth IRA? A Framework for Evaluating the Tradeoffs
June 23, 2026
[VIDEO] Should You Convert to a Roth IRA? A Framework for Evaluating the Tradeoffs
June 23, 2026
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June 23, 2026
[VIDEO] Should You Convert to a Roth IRA? When the Math Says No
June 23, 2026
[VIDEO] Should You Convert to a Roth IRA? When the Math Says No
June 23, 2026
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June 23, 2026
[VIDEO] "Hey Mike": Can I Put My IRA Into a Trust?
February 9, 2026
[VIDEO] "Hey Mike": Can I Put My IRA Into a Trust?
February 9, 2026
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February 9, 2026
[VIDEO] "Hey Mike": Should Divorced Spouses Delay Social Security?
January 7, 2026
[VIDEO] "Hey Mike": Should Divorced Spouses Delay Social Security?
January 7, 2026
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January 7, 2026
[VIDEO] "Hey Mike": What Happens to Your IRA When You Leave It to Multiple Beneficiaries?
December 3, 2025
[VIDEO] "Hey Mike": What Happens to Your IRA When You Leave It to Multiple Beneficiaries?
December 3, 2025
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December 3, 2025
[VIDEO] Market Drops Are Normal: Why Every Investor Needs a Plan B
November 6, 2025
[VIDEO] Market Drops Are Normal: Why Every Investor Needs a Plan B
November 6, 2025
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November 6, 2025
[VIDEO] What Elite Athletes Can Teach Us About Investing
October 1, 2025
[VIDEO] What Elite Athletes Can Teach Us About Investing
October 1, 2025
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October 1, 2025
[VIDEO]  Good Debt vs. Bad Debt: A Smarter Way to Think About Borrowing
August 29, 2025
[VIDEO] Good Debt vs. Bad Debt: A Smarter Way to Think About Borrowing
August 29, 2025
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August 29, 2025
[VIDEO]  Income Too High for a Roth IRA? 3 Strategies to Consider
August 5, 2025
[VIDEO] Income Too High for a Roth IRA? 3 Strategies to Consider
August 5, 2025
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August 5, 2025
[VIDEO]  Retirement Healthcare Costs: Why Your Expenses May Be Lower Than You Think
July 3, 2025
[VIDEO] Retirement Healthcare Costs: Why Your Expenses May Be Lower Than You Think
July 3, 2025
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July 3, 2025
[VIDEO] Why Smart Investors Still Can Fall for Financial Scams
June 18, 2025
[VIDEO] Why Smart Investors Still Can Fall for Financial Scams
June 18, 2025
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June 18, 2025
Paying Rent in the Wrong Kind of Hotel: Part One
June 16, 2025
Paying Rent in the Wrong Kind of Hotel: Part One
June 16, 2025
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June 16, 2025
Paying Rent in the Wrong Kind of Hotel: Part Two
June 16, 2025
Paying Rent in the Wrong Kind of Hotel: Part Two
June 16, 2025
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June 16, 2025
What's Next?
January 28, 2025
What's Next?
January 28, 2025
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January 28, 2025
We've Got Your Number
December 17, 2024
We've Got Your Number
December 17, 2024
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December 17, 2024
It's Always a Problem: Heads It's Bad And Tales It's Even Worse
November 21, 2024
It's Always a Problem: Heads It's Bad And Tales It's Even Worse
November 21, 2024
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November 21, 2024
Choices, Choices, Choices
November 18, 2024
Choices, Choices, Choices
November 18, 2024
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November 18, 2024
Fundamentals of Finance
October 14, 2024
Fundamentals of Finance
October 14, 2024
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October 14, 2024
Back to School
September 4, 2024
Back to School
September 4, 2024
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September 4, 2024
Summer's Going, Going, Gone!!!!!
August 14, 2024
Summer's Going, Going, Gone!!!!!
August 14, 2024
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August 14, 2024
Pay a Little Now or a Lot Later
May 29, 2024
Pay a Little Now or a Lot Later
May 29, 2024
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May 29, 2024
Retirees: Health Care May Cost Less Than You Think
March 20, 2024
Retirees: Health Care May Cost Less Than You Think
March 20, 2024
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March 20, 2024
Tales from the Trenches
February 10, 2024
Tales from the Trenches
February 10, 2024
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February 10, 2024
Four Lessons to Maximize Your ROY: Returns on Yourself
March 10, 2023
Four Lessons to Maximize Your ROY: Returns on Yourself
March 10, 2023
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March 10, 2023
Year End Moves
November 29, 2022
Year End Moves
November 29, 2022
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November 29, 2022
New Year’s Numbers
November 1, 2022
New Year’s Numbers
November 1, 2022
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November 1, 2022
Retirees Should Enjoy Their Savings More, Here's How
October 24, 2022
Retirees Should Enjoy Their Savings More, Here's How
October 24, 2022
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October 24, 2022
My Three Sons: Equal Isn’t Always Optimal
October 21, 2022
My Three Sons: Equal Isn’t Always Optimal
October 21, 2022
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October 21, 2022
Managing RMDs in Tough Times
October 21, 2022
Managing RMDs in Tough Times
October 21, 2022
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October 21, 2022
 
 
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Simple Advice, Big Returns

Mike’s Perspective

 
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Featured
The Unicorn
June 9, 2022
The Unicorn
June 9, 2022
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June 9, 2022
 
 
 

Simple Advice, Big Returns

Mike’s Perspective

 
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Featured
The Unicorn
June 9, 2022
The Unicorn
June 9, 2022
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June 9, 2022
Silver Linings
December 7, 2020
Silver Linings
December 7, 2020

Heavyweight champ Mike Tyson famously quipped, “everyone has a plan until they get punched in the mouth.”

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December 7, 2020
Taxing Health
November 16, 2020
Taxing Health
November 16, 2020

Blowing out 65 candles has traditionally been a liberating milestone for Americans.

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November 16, 2020
Tax Me Never, Yea Baby!
November 2, 2020
Tax Me Never, Yea Baby!
November 2, 2020

Want to accumulate a bucket of money that will never, ever, ever be taxed? Here’s a strategy: sign up for a health savings account.

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November 2, 2020
 
 
 
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I offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC in my financial planning practice. Barnum Financial Group. 6 Corporate Drive, Shelton, CT, 06484. Telephone 203 513-6000.

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