What is going on with the economy? From inflation expectations for 2023, how high interest rates could go, and the uncertainty within the stock and bond markets, there are so many pertinent questions right now and not many clear answers. David Mitchell of AllianceBernstein joins Dean Barber on the Barber Financial Group Educational Series to review some of those questions and what they could mean for you.
The current tax rates of the Tax Cuts and Jobs Act will be sunsetting in 2026, meaning tax rates will be going back up to the rates from 2017. Here are a few things to keep in mind for how to put yourself in the best possible tax situation now, 2026, and beyond.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Regardless if Social Security will or will not be your primary source of income in retirement, if you take your Social Security benefits at face value you could be leaving money on the table.
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.
History has shown that mixing those three types of investments in your portfolio can increase your risk-adjusted returns.
Today we’ll be looking at what is arguably the most discussed part of your investment portfolio, US stocks. If you missed the last two installments of our Investing for Retirement series be sure to check them out. They were on bonds and international stocks. Turn on CNBC (no financial planner has never said this phrase before, probably), and you’ll be updated every minute of the day as to how this asset class is performing in bright, bold numbers. If you get online, watch TV, or listen to the radio throughout the day...
Often, when discussing portfolio allocations with clients, we will get asked a question or two that goes something like this, "The Federal Reserve is raising interest rates. Why would I want to own bonds?" or "Yields on bonds are pretty low, shouldn't I just own dividend-paying stocks instead?" or "Bonds aren't making any money, look how much they lagged behind stocks. Tell me again; why do I want to own those?"
Episode 77 | Dean Barber | Founder & CEO of Barber Financial Group
With Thanksgiving upon us, Dean Barber is thankful for tax planning strategies that can help people to not overpay their taxes.
Episode 76 | Tim Kay | Branch Manager at Guild Mortgage
Tim Kay and Dean Barber discuss some key mortgage tips to think about when financial planning for people of different ages.