Barnes Wealth Management Group

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Barnes Wealth Management Group Financial Advice - Independent & Unbiased
Estate & Retirement Planning
Fee-Based Investment Management
401K's
Insurance

Financial Advice - Independent & Unbiased
Estate & Retirement Planning
Fee-Based Investment Management
401K's

Whether college is years away or coming up fast, paying for it takes planning. Our quick College Readiness Quiz can help...
10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://barneswealth.com/college-readiness-quiz/

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdr...
10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://barneswealth.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. B...
10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://barneswealth.com/insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

Roth or traditional IRA? It may sound like a simple choice, but current contribution limits and factors such as your age...
10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household: https://barneswealth.com/calculator-roth-ira-traditional-ira/

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many respons...
10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://barneswealth.com/insights/blog/7-financial-planning-tips-for-small-business-owners/

Are you saving enough for retirement? A 401(k) is one of the most common ways Americans build wealth, but it can be hard...
10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://barneswealth.com/401k-calculator/

Address

5060 California Avenue, Suite. 600
Bakersfield, CA
93309

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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