Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.
In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.
Wishlife is an easily accessible family library that can be used to store photos, videos, and important documents that you would like to have as a part of your lasting legacy. Want to make sure that your grandchildren and their children and grandchildren know how you and your spouse met? Upload a video of you and your better half discussing how the first date occurred and what each person’s first impression was before falling in love.
COVID-19, presidential elections, stimulus, and zero interest rates. What in the world is going on with the markets? Join me along with Bud Kasper, President of our Lee's Summit office, as we discuss what is driving the stock market.
With the increased demand for so-called “socially responsible” investments, investors have never had such a wide array of choices. If socially responsible investing is important to you, focusing your investments on ESG factors may be of interest. So what is ESG investing?
Episode 24 - Bud Kasper, CFP®, AIF® | President Barber Financial Group Lee's Summit
Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions. He has helped countless clients make the most of what can be a painful, difficult time.
Episode 23 - Dr. Randy Anderson | President Griffin Capital Asset Management Company, LLC
Joining me today is Dr. Randy Anderson. He holds a Ph.D. in economics and has focused his career on real estate investing. Together, we discuss the nuances and challenges of the real estate industry, the opportunities investors have to purchase high-quality real estate right now, and how to avoid complicating your taxes as you do it.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
COVID-19 has ravaged the global economies in recent weeks, unfortunately leaving an average indentation on retirement portfolios of Americans of $16,000 as of the close on March 9, 2020. For those who are preparing to retire shortly, you may be rethinking those plans due to concerns about having your retirement savings damaged enough to where maybe working a bit longer seems like a good idea.
In this webinar, Darren Newell, Insurance Advisor, breaks down the intricacies of property and casualty insurance to address the question, "Are you fully covered?" The intention of the Are You Fully Covered? is to help people understand property and casualty insurance. What you need, and, just as important, what you don't need in coverage.
Tom Allen, Insurance Consultant & Medicare Expert, breaks down the many letters of Medicare in this webinar. The intention of the ABCs of Medicare is to help people understand what Medicare Parts A & B cover, and more importantly, what they don't cover and what you need to do about it. You'll learn how the Medicare Open Enrollment Period actually works, how to find out what prescription drugs are covered under certain plans, what Parts C & D cover, and more.
Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.