Welcome!, I'm Stacy Barber, a "Chartered Financial Consultant" located in Bowie, Texas. I have been in the same location for 27 years servicing the community that I love. My services include, Retirement Planning, 401K rollovers, Estate Planning, IRA's, Mutual Funds and Life Insurance.
Planning your financial future can sometimes seem overwhelming. Your financial evaluation process will never be a "one size fits all' proposition. I start the process by listening. Then together we will determine your current situation by establishing your existing needs and helping you set your financial goals and objectives.
With many years of financial services experience, I can help you address your needs today and for many years to come. I look forward to working with you through all stages of your life.
If you have any questions or would like to set up a complimentary meeting, please feel free to call me at 940-872-5164or stop by my office anytime.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Ascertaining the value of your business is important for a variety of reasons.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This worksheet can help you estimate the costs of a four-year college program.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When should you take your Social Security benefit?
How does your ideal retirement differ from reality, and what can we do to better align the two?