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    • WELCOME TO BARWICK CONSULTING SERVICES, INC.

      What Baby Boomers need to know to maximize retirement income.

    • A FEW WORDS ABOUT US

      We here at Barwick Consulting Services, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others, though, retirement is a frustrating period marked by declining health and increasing limitations. For years, researchers have been trying to figure out whether the act of retiring, or retirement itself, is good for health, bad for it, or [...]

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      Among the various kinds of annuities, which are contracts you sign with an insurance company to pay a premium for guaranteed income later, two of the most common are fixed and fixed indexed annuities. The former offers a fixed rate of return; the latter ties your rate to a market index to let you realize greater returns. Comparing the key differences between the two will help you determine which [...]

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      From retirement plans to health care, things are changing A new year and a new decade begin next week. Whether you’re retired or still working, many changes are coming that could affect you—for better and/or worse. Here’s our breakdown of what you need to know in 2020: Retirement plans You’ll be able to stash $19,500 in your 401(k) plan, 403 (b), Thrift Savings Plan and most 457 [...]

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    • By Sarah Brenner, JD IRA Analyst Are you looking for a better investment for your IRA? Are you thinking about making the move to another IRA custodian or financial advisor? You do have this opportunity. The IRA rules are set up to allow portability. However, if you are taking required minimum distributions (RMDs) from your IRA, you can still move your money, but things are a little more [...]

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      By Andy Ives, CFP®, AIF® IRA Analyst For those who inherit IRA accounts in 2020 or later, the SECURE Act permits five groups of people to stretch required minimum distribution (RMD) payments over their life expectancy. As I touched on in a recent Slott Report article (“The Stretch on a Stretcher,” Jan. 13), these five groups fall under the new term “Eligible Designated [...]

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      By Ian Berger, JD IRA Analyst Question: Hi Ed, Question on the new SECURE Act: Do you know if there were any changes to the payout period if an estate is the beneficiary of an IRA. Is it still a 5-year payout? Or is it now 10? Thanks, appreciate your help. Janet Answer: Dear Janet, The SECURE Act made lots of changes to the IRA rules. But one change it did not make is to[...]

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