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

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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