405 North Mason Street
Bowie, TX 76230
(940) 872-5164

 Stacy Barber Financial

"Chartered Financial Consultant®"

 
A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup RE: Retirement

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,  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 940-872-5164 or stop by my office anytime.

Helpful Content

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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Top 5 Things to Tell Your Financial Pro

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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