You Only Retire Once
Don’t miss out on opportunities to make the most of your retirement.
Find a selection of downloadable guides, videos, articles, and podcasts below, or schedule a conversation.
Retirement Plan Checklist
Retirement Planning Is a Complex Process
Our Checklist Can Help
Tax Reduction Strategies
Forward-Looking Tax Planning Is a Difference Maker
Learn How to Mitigate Taxes Over Your Lifetime
Social Security Decisions Guide
When You Claim Social Security Matters
Let Us Help You Make the Right Decisions
401(k) Survival Guide
Your 401(k) Is Likely Your Biggest Asset
How You Withdrawal Those Funds Can Make or Break Your Retirement
Retiring with $1 Million
What could retirement look like with $1 million? We’re going to show you four different couples. One couple, which we referred to as the average couple, with a 60/40 portfolio, claiming Social Security at 62, would be able to spend $3.5 million over a lifetime.
Monthly Economic Updates
Join Dean Barber as he discusses the latest economic activity, market movements, and more.
7 Retirement Strategies to Retire Successfully
This list of strategies will hopefully give you a great place to start if you’re getting ready to retire or just curious about preparing for retirement. Our goal is to provide you with simple yet effective retirement strategies that do not only focus on investment tactics or savings percentages. Instead, we hope to give you a toolbox of strategies for retirement with which you can combine to build the retirement of your dreams.
10 Ways to Fight Inflation in Retirement
We have all been feeling inflation’s impact at restaurants, gas stations, grocery stores, and so many other places. There’s no question that inflation has made its presence known, especially among retirees. It’s important to us that you to continue to live your one best financial life despite these inflationary issues, so we’ve compiled a list of ways to fight inflation.
Podcast & Radio Show
The Guided Retirement Show
The Guided Retirement Show is our podcast focused on all things retirement. Dean Barber interviews subject matter experts on retirement-related topics.
America’s Wealth Management Show
Dean Barber and Bud Kasper come to you weekly to discuss what’s going on in the market and economy to help educate those preparing for retirement or already retired.
Schedule a Complimentary Consultation or 20-Minute Ask Anything Session
Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Next you’ll give us some details about yourself, select a 20-minute ask anything session or a detailed hour-long complimentary consultation, and schedule your meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. No cost, no obligation.
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