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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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    • Retirement Calculators

      October 11, 2019

      Are you on track for retirement? These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your retirement future. Am I saving enough to retire? Will your current savings strategy lead to the accumulation you want? Utilize this calculator to determine when and if your funds will run out during [...]

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      Its No Myth, Lack of Diversity Puts Retirement At Risk. What Other Myths Need To Be Busted? There is a retirement crisis in America. 1 in 4 baby boomers have less than $5,000 saved for retirement, a staggering amount since average healthcare costs alone will cost you upwards of $275,000. In addition to limited savings, a lack of portfolio diversity a risk. 91% of Americans are forgetting to [...]

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      Planning a Generational Impact

      September 27, 2019

      Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before us (regardless of our current age). However, as Intergenerational Month, September also marks a time to reflect further down the family tree and think about our impact on those who come after us. Preparing for retirement can be a highly [...]

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    • By Sarah Brenner, JD IRA Analyst October is upon us. This means fall is in full swing. Along with football, pumpkin-spice everything and stocking up on candy for trick-or-treat come four important October 15 deadlines you will not want to miss! 1. Did you contribute too much to your traditional or Roth IRA for 2018? Maybe you were 70 ½ or over in 2018 and made a contribution to a [...]

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      By Ian Berger, JD IRA Analyst Knowing your limits is important when you’re sitting in a bar and realize that you have to drive home. It’s also important to know the dollar limits that apply when you participate in more than one company retirement savings plan or you change jobs during the year. Deferral limit. There are actually two limits at play. One is a limit on the amount of [...]

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      By Andy Ives, CFP®, AIF® IRA Analyst Question: I am still working at age 71 and don't really need the required minimum distributions (RMDs) from my rollover IRA. The IRA was funded largely with distributions from a tax-qualified pension plan and a tax-qualified 401(k) plan. Some deductible contributions were made many years ago as well. I would like to transfer some of the IRA into my [...]

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