Sabra Donovan, Financial Planner, at Barnum Financial Group

Sabra Donovan, Financial Planner, at Barnum Financial Group Offering insight and tips from a 30 year veteran of the Financial Services industry I am licensed and registered in various states. Member SIPC [www.SIPC.org].

Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Supervisory address: 6 Corporate Drive, Shelton, CT 06484. Tel: (203) 513-6000

04/07/2026

Tax season can be a great opportunity for strengthening your financial plan. Instead of letting your refund disappear into everyday spending, consider using it to build long‑term protection for the people you care about.

Whole life insurance can offer guaranteed protection, cash value build-up, and added stability to your overall strategy. Let’s connect to discuss how it could fit your plan.

Allocate your tax refund with purpose. Schedule a conversation to discuss a plan that aligns with your life, priorities,...
04/07/2026

Allocate your tax refund with purpose. Schedule a conversation to discuss a plan that aligns with your life, priorities, and timeline.

04/06/2026

Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, underscoring that any disruption to the Strait of Hormuz remains a key market risk. Meanwhile, resilient U.S. data supported the view that the economy remains on solid footing. Check out this week’s market perspective to learn more.

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and debt mean it may not be as simple or a...
04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.
04/02/2026

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your ...
04/01/2026

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your unique goals.

https://bit.ly/4sEZcle

03/30/2026

Markets were volatile last week as geopolitical uncertainty and higher energy prices weighed on sentiment. Equities declined, bond yields moved higher, and inflation expectations rose, reflecting a cautious investor backdrop amid ongoing inflation concerns and uneven growth. Read this week’s market perspective for deeper insights on what’s driving markets.

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore str...
03/26/2026

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.

03/26/2026

Use this simple 2026 timeline to help you stay organized, confident, and ready to have important financial conversations throughout the year. https://bit.ly/4uPJSnm

03/23/2026

Last week, markets fell for a fourth straight week as tensions with Iran and higher oil prices drove volatility. Rising energy costs reignited inflation concerns, pushing Treasury yields to multi‑month highs and reinforcing a cautious Fed tone. Read this week’s market perspective to learn more.

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income y...
03/23/2026

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

A variable annuity can be a great asset for those looking for investment diversification in their retirement planning. L...
03/20/2026

A variable annuity can be a great asset for those looking for investment diversification in their retirement planning. Learn more about how these options can help grow your nest egg and let’s connect.

https://bit.ly/3NLnz1v

Address

6 Corporate Drive
Shelton, CT
06484

Telephone

+12035136178

Website

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