Jeffrey Barbour

11/11/2022

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

11/04/2022

Nearly 70% of retirees will need some type of long-term care, according to the U.S. Department of Health and Human Services. Let’s talk about what you can do now to help ensure your costs are covered if that time comes.

11/02/2022

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

10/31/2022

Ghostly greetings to you and yours!

10/20/2022

Is your once empty nest no longer so empty? Consider these personal and financial tips if your adult children move (back) in.

There are some crucial financial and personal aspects of this living arrangement to consider before moving home.

10/18/2022

You work hard to save for retirement. Don’t let taxes diminish your savings more than necessary. Let’s work together with your tax professional to look at how and when your retirement assets are taxed. The sooner we adjust, the more time you’ll have to accrue the benefits.

10/14/2022

What age do you feel like on the inside?

10/03/2022

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

09/30/2022

Retiring in your 50s sounds nice in theory, but it may come with obstacles.

People who have tried it advise others to think about how they will fill their days and not empty their savings

09/27/2022

What lessons would you add to the list?

To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

09/19/2022

Which of your financial goals are you most excited about?