Taxes Article

What Are Tax Brackets?

Even after basketball season ends, brackets will be a hot topic. Not NCAA tournament brackets, but tax brackets. But what are tax brackets?

Retirement Article

What Is Tax Planning?

Tax Day is near, but tax compliance isn't our focus when it comes to taxes. It's tax planning. What is tax planning, you ask? Let us explain.

Retirement Article

Are Retirement Benefits Taxable?

Are retirement benefits taxable? The quick answer is, probably, but not always. It depends on your unique situation. While you can control your taxes in retirement better than at any other point of your life, that doesn’t mean that it’s not complex. Because it is very complex. We’re going to look at several retirement benefits and assess if and how they’re taxable.

The Guided Retirement Show

Retirement Podcast

Understanding the SECURE Act 2.0 with Ed Slott

Episode 83 | Ed Slott, CPA | America's IRA Expert
Dean Barber and America's IRA Expert Ed Slott, CPA take a deep dive into understanding the SECURE Act 2.0 and outline what has and hasn't changed within the original SECURE Act.

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.




Year-End Tax Planning for 2022

Our Director of Tax and CPA, Corey Hulstein, joins Dean Barber to talk about year-end tax planning strategies for 2022.


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.