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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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    • Going through her mail, Kendra slices open an envelope from her preferred airline. Inside she finds a hefty gray card with her name etched on it. The 36-year old reads the enclosed letter informing her of her “achievement.” She has reached Platinum status as a frequent flyer. But, her newfound “status” is not because she is a regular business traveler, but because she is a caregiver. [...]

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      7 Smart Money Moves for 2020

      February 20, 2020

      New federal legislation made sweeping changes in retirement plans. Here's what you need to know. The new year has brought a number of changes in financial rules affecting consumers. Many of them are in new federal legislation called the Secure Act, which mostly applies to retirement plans but also has provisions that help new parents and those with student loans. Another opportunity for [...]

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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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    • 6 Things Every Non-Spouse IRA Beneficiary Needs to Know It is not unusual to inherit an IRA from someone who is not your spouse. Many people inherit an IRA from a parent or a sibling. If this is the case for you, here are six things you will want to know. 1. Take some time. When you inherit an IRA, it is important that you don’t make any rash moves. Sometimes beneficiaries act too quickly [...]

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      3 Reasons a 401(k) Deferral Beats an IRA Contribution 1) There Are No Restrictions Preventing a Tax Break When you defer a portion of your salary into a traditional 401(k), the amount deferred will reduce your taxable income dollar-for-dollar. This is true regardless of how much income you (and your spouse, if applicable) have. In contrast, contributions to a traditional IRA are generally [...]

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      What the Trump Tax Plan Means for Your Retirement On April 26, 2017, the Trump administration released its highly-anticipated tax reform plan. The administration said the goals of the plan include growing the economy, creating jobs and simplifying the tax code. The changes proposed are significant and if passed (and that is a big if) could have a major impact on your retirement planning. A Tax[...]

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