0
Skip to Content
Barnard Financial
About Us
Our Company
Our Team
Our Services
FAQs
Education
Articles
Videos
7 Common Questions
Resources
Community
Our Memberships
Our Sponsorships
Our Affiliates
Local Resources
Upcoming
Seminars & Workshops
Community Events
News
Blog
Newsletters
Contact
Barnard Financial
About Us
Our Company
Our Team
Our Services
FAQs
Education
Articles
Videos
7 Common Questions
Resources
Community
Our Memberships
Our Sponsorships
Our Affiliates
Local Resources
Upcoming
Seminars & Workshops
Community Events
News
Blog
Newsletters
Contact
Folder: About Us
Back
Our Company
Our Team
Our Services
FAQs
Folder: Education
Back
Articles
Videos
7 Common Questions
Resources
Folder: Community
Back
Our Memberships
Our Sponsorships
Our Affiliates
Local Resources
Folder: Upcoming
Back
Seminars & Workshops
Community Events
Folder: News
Back
Blog
Newsletters
Contact
Kate Madore 11/3/22 Kate Madore 11/3/22

Tax-Free Roth IRA Distibution in 5 Easy Steps

Read More
Kate Madore 10/16/22 Kate Madore 10/16/22

Relief for Hurricane Victims

Read More
Kate Madore 10/2/22 Kate Madore 10/2/22

Upcoming Deadline: Oct 17

Read More
Kate Madore 9/16/22 Kate Madore 9/16/22

How an ESA can Help with Back-to-School Expenses

Read More
Kate Madore 9/16/22 Kate Madore 9/16/22

3 IRA Rules to Know Before Tying the Knot

Read More
Kate Madore 9/1/22 Kate Madore 9/1/22

Your Age & Your Roth Conversion

Read More
Kate Madore 8/21/22 Kate Madore 8/21/22

Q & A: Inheritance from Sister & Vanguard

Read More
Kate Madore 8/14/22 Kate Madore 8/14/22

What You Need To Know About the Still Working Exception

Read More
Kate Madore 8/7/22 Kate Madore 8/7/22

Inherited IRA Q & As

Read More
Kate Madore 7/31/22 Kate Madore 7/31/22

Repaying a CRD

Read More
Kate Madore 6/9/22 Kate Madore 6/9/22

One Bucket

Read More
Kate Madore 6/1/22 Kate Madore 6/1/22

When A Reverse Rollover Makes Sense

Read More
Kate Madore 5/25/22 Kate Madore 5/25/22

Joe & Lucy - Different Rules Within the 10-Year Period

Read More
Kate Madore 5/18/22 Kate Madore 5/18/22

Vesting Rules for Company Retirement Plans

Read More
Kate Madore 5/11/22 Kate Madore 5/11/22

A Dozen QCD Facts

Read More
Kate Madore 5/5/22 Kate Madore 5/5/22

Investing Your IRA in Crypto

Read More
Kate Madore 4/20/22 Kate Madore 4/20/22

Catch Up Contributions

Read More
Kate Madore 4/6/22 Kate Madore 4/6/22

Bankruptcy and IRAs

Read More
Kate Madore 3/24/22 Kate Madore 3/24/22

Penalties on Withdrawals to Pay for College Tuition?

Read More
Kate Madore 3/16/22 Kate Madore 3/16/22

This New Rule Doesn’t Pass the Straight Face Test

Read More
Older Posts
 

Safety, Security, and Peace of Mind.

If you want to be part of what we do, give us a call and set up a time to chat with Jeremy. You won’t be disappointed in the genuine, knowledgeable, and comprehensive financial advice Jeremy can give to help you live a worry-free retirement. Call 207.576.0503 or Schedule an appointment!

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Jeremy Barnard providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

ADV Part 2A & Form CRS

Privacy Policy