Social Security

Social Security Article

2023 Social Security Benefits to Increase

Starting in 2023, 70 million Social Security recipients will see an 8.7% bump in their benefits with the new cost-of-living adjustment (COLA). For reference, last year beneficiaries saw a 5.9% increase, and in 2021 there was a 1.3% increase.

The increase comes as most Americans battle increased prices caused by rampant inflation throughout 2022. The goal is to give seniors more peace of mind as costs increase.


Investments Article

Retirement Rules of Thumb: Let’s Bust Them

Do you have some retirement rules of thumb that you follow? Some of them might be helpful with getting you in the right mindset to save for retirement, but there are issues with every one of them. Why? Because your financial plan needs to be built based upon your unique situation.

Retirement Article

Retiring Before 62: What You Need to Consider

Do you want to retire at or before 62 because that's when you can start claiming Social Security? Here's what all you need to consider.

Social Security Article

Social Security Benefits for a Surviving Spouse

Social Security benefits for a surviving spouse can oftentimes be overlooked until one spouse passes away. It's one of the many reasons why planning ahead on how to claim Social Security is so critical.

The Guided Retirement Show

Investments Podcast

Roth Conversions Before and After Retirement with Will Doty

Episode 84 | Will Doty | CFP® Professional
Will Doty and Dean Barber discuss their favorite part of the tax code: Roth IRAs—specifically, Roth conversions before and after retirement.

Retirement Podcast

Tax Planning During Tax Preparation Season with Corey Hulstein

Episode 80 | Corey Hulstein | Modern Wealth Management Director of Tax
Our Director of Tax, Corey Hulstein, joins Dean Barber on The Guided Retirement Show to discuss tax planning during tax preparation season.




What Is Tax Diversification?

Tax Diversification may not sound like a very exciting topic, but if done correctly over your lifetime, you can pay substantially less in taxes. Our Director of Tax, Corey Hulstein, joins Dean Barber on the Barber Educational Series to explain what tax diversification is and why it’s so important to achieve a successful retirement.


Retiring During a Recession

Uncertainty has been the theme of 2022. We’ve experienced some jaw-dropping market volatility and inflation, and after back-to-back quarters of negative GDP growth, we’re technically in a recession. All this uncertainty has only enhanced our firm’s commitment to help people continuing living their one best financial life. In this Modern Wealth Management Educational Series event, Drew Jones joins Dean Barber to discuss what it’s like to retire during a recession.


Maximizing Social Security Benefits

Will Doty joins Dean Barber to talk about Social Security claiming strategies and why maximizing your Social Security benefit is a critical part of your overall financial plan.