Investments Article

Qualified Charitable Distributions and Your Taxes

Let's talk about QCDs, qualified charitable distributions. Now, QCDs are something that's been around for a number of years - yet hasn't been talked about. However, thanks to the Tax Cuts and Jobs Act, it's really become something that is a windfall to a lot of people if they understand how to utilize the QCD.

Retirement Article

Questions About Required Minimum Distributions (RMDs)

Our CPAs at Barber Financial Group often get questions about Required Minimum Distributions (RMDs). It’s a new thing for people. Once they turn 70½, they have...

Investments Article

DIY Your Retirement, Can it Really Be Done?

There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work?



Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 


Retirement Plan Checklist

Dean Barber discusses some of the questions from our Retirement Plan Checklist report. 


10 Ways to Avoid Common Tax Filing Errors

Filing your taxes can cause many headaches, just be sure to avoid mistakes. Here are 10 Ways to Avoid Common Tax Filing Errors.