/
    • 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.

      Read More

      Financial Services

      Financial Services

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

      Read More

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

      Read More

      Insurance Services

      Insurance Services

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

      Read More

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

      Read More

      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.

      Read More

    • April is Financial Literacy Month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement. Unfortunately, few Americans are looking forward their post-working years. Our 2017 survey found nearly 90 percent of us are not very confident in our overall retirement savings. Beyond that, 56 percent admit they are unsure [...]

      Read more

      You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if you do – how old you should be when you buy one. Because the stock market has become a part of our daily conversation – the [...]

      Read more

      Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax rates apply when you start making withdrawals. As long as you feel [...]

      Read more

      1 of page 41

    • Do You Have to File an Amended Return? If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended return for that?” It is in that spirit that we offer you seven common errors and whether or not you should file an amended return after you discover them. Issue #1 – You forgot to take a required minimum distribution last year. Should you file an[...]

      Read more

      QCD – Tell Your CPA About It Did you or your client do a QCD (Qualified Charitable Distribution) last year? Make sure the tax preparer knows about it. The IRA custodian is not required to report a QCD transaction on Form 1099-R. Instead, it will show up as a regular distribution to the IRA owner. A regular distribution is normally a taxable event. A tax preparer, especially at this time of [...]

      Read more

      There’s No Place Like Home: Unlocking the Door to Greater Retirement Income Running out of money while there is still much life to live is frightening. The specific concern is that retirees might spend down their assets at a faster pace than their investment gains accrue.  Financial advisors are commonly tasked with helping clients determine if, and under which circumstances, they will have [...]

      Read more

      101 of page 111