Kellman Barnes Financial Planning

10/16/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

10/14/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

10/12/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

10/09/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

10/05/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

10/02/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

09/30/2026

Do you know how long it may take for your investments to double in value?

09/28/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.