Brad Barbee - Registered Representative Nylife Securities LLC

04/06/2026

Over 4 million Americans will turn 65 each year through 2029. That’s a powerful reminder that preparing for retirement is essential. Let’s talk about your retirement goals and how annuities can provide guaranteed income for essential expenses.

02/05/2026

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and strategies to help overcome them

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and how to overcome them.

01/20/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/49MRpcO may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

01/13/2026

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

01/08/2026

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

01/06/2026

The NFL Playoffs ( ), March Madness, The Masters, MLB Opening Day, Tax Season. It happens every year and we always ask, "how are we here already?"

Be prepared, armed with your favorite team's gear and knowledge about what this tax season could mean for you.

Many Americans could see an extra $700 in their tax refunds this year - a short-term boost that might give spending a lift. It's welcome news for now, but it also comes with questions about what higher deficits could mean later.

A front-loaded fiscal boost with fleeting benefits: unpacking the OBBBA’s economic and market impact.

01/01/2026

Wishing you a very happy New Year!

12/25/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

12/11/2025

Many Americans could see an extra $700 in their tax refunds next year - a short-term boost that might give spending a lift. It's welcome news for now, but it also comes with questions about what higher deficits could mean later on.

A look at how the OBBBA’s short-term stimulus may impact consumers, corporates, and markets.