Social Security

Social Security Article

2023 Social Security Benefits to Increase

Starting in 2023, 70 million Social Security recipients will see an 8.7% bump in their benefits with the new cost-of-living adjustment (COLA). For reference, last year beneficiaries saw a 5.9% increase, and in 2021 there was a 1.3% increase.

The increase comes as most Americans battle increased prices caused by rampant inflation throughout 2022. The goal is to give seniors more peace of mind as costs increase.


Investments Article

Retirement Income During a Recession

Recession signals remain strong as we begin 2023. We discuss how to go about saving and protecting your retirement income during a recession.

Insurance Article

5 Financial Updates for 2023

We're excited to put 2022 in the rearview mirror. As we round out the first week of 2023, here are five financial updates to keep tabs on.

Investments Article

8 Retirement Challenges That You Didn’t Have While Working

Planning for a fulfilling retirement isn’t something that can be done in a blink of an eye. It takes time and a lot of preparation to overcome a lot of retirement challenges that many people don’t even think about. Bud Kasper and Logan DeGraeve review those retirement challenges and encourage you to start building your financial plan sooner rather than later.

The Guided Retirement Show

Retirement Podcast

Tax Planning During Tax Preparation Season with Corey Hulstein

Episode 80 | Corey Hulstein | Barber Financial Group Director of Tax
Our Director of Tax, Corey Hulstein, joins Dean Barber on The Guided Retirement Show to discuss tax planning during tax preparation season.

Insurance Podcast

Medicare Changes in 2023 with Taylor Garner

Episode 79 | Taylor Garner | Owner | Garner Insurance Agency, LLC
Garner Insurance Agency, LLC Owner Taylor Garner joins Dean Barber again on The Guided Retirement Show to discuss Medicare changes in 2023.




What Is Tax Diversification?

Tax Diversification may not sound like a very exciting topic, but if done correctly over your lifetime, you can pay substantially less in taxes. Our Director of Tax, Corey Hulstein, joins Dean Barber on the Barber Educational Series to explain what tax diversification is and why it’s so important to achieve a successful retirement.


Retiring During a Recession

Uncertainty has been the theme of 2022. We’ve experienced some jaw-dropping market volatility and inflation, and after back-to-back quarters of negative GDP growth, we’re technically in a recession. All this uncertainty has only enhanced our firm’s commitment to help people continuing living their one best financial life. In this Barber Financial Group Educational Series event, Drew Jones joins Dean Barber to discuss what it’s like to retire during a recession.


Maximizing Social Security Benefits

Will Doty joins Dean Barber to talk about Social Security claiming strategies and why maximizing your Social Security benefit is a critical part of your overall financial plan.