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

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Long-Term-Care Needs

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Assess Your Life Insurance Needs

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

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Encore Careers: Push Your Boundaries

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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