Tax Reform Proposal Finally Unveiled

Tax Reform Proposal Finally Unveiled

Note: After weeks of discussion, disagreements, and postponements, the House announced their plan for tax reform yesterday, November 2, 2017. But how could these changes affect you? Below is an overview by Ed Slott, America’s IRA expert, where Dean Barber, Barber Financial Group’s CEO along with Eric Sheerin, Partner and Bud Kasper, President of Barber […]

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The Strangest October & Good Market Performance

Here we are in November. We just experienced literally the strangest October that I have seen in my 30 years in this industry. There was pretty much nothing going on! We had really good markets in the month of October. Chaikin Analytics – https://www.chaikinanalytics.com/ Now, the MegaCap stocks, the really big ones, outperformed by far […]

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4 Pillars of Retirement Translated

4 Pillars of Retirement Translated

From time to time, a new prospect that I’m meeting with asks me what the 4 pillars of retirement are and how they relate to retirement planning. If you have listened to my radio show, then you know that the 4 pillars are the foundation that I have built my firm around. You see them […]

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The Least Volatile September in Recent Market History

We’re in the early days of October and September was a surprising month by many standards. It was one of the least volatile Septembers we have seen in recent market history. We saw SmallCap stocks increase by about 9.5% in the month of September alone. That is huge. Now, keep in mind SmallCap stocks are […]

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What if You Just Don’t Want to Retire?

What if You Just Don’t Want to Retire?

Everyone assumes that everyone else wants to retire 100%, i.e. leave the working phase of their life behind and sit on a warm sunny beach (or something relaxing like that). But what if you don’t want to stop working? Now I’m not talking about people who want to continue to work past the age of […]

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