Barrier Financial Services

Barrier Financial Services By Appointment Only By Appointment Only.

Providing mobile tax preparation and planning to individuals, small businesses, and non-profit organizations in the client's home or place of business.

Periodic withdrawals in retirement may not be such a good idea.
04/27/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
04/24/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

You can help ensure that losing your wallet doesn't turn into something bigger.
04/22/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Before retiring early, take a look at the cold, hard facts.
04/20/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
04/17/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
04/15/2026

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

What role would taxes play in your investment decisions? Find out in this message.
04/13/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
04/10/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

When was the last time you updated your will?
04/08/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
04/06/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

04/03/2026

Can group and private disability policies work together?

04/01/2026

Sandwiched between caring for kids and parents? Use this as an opportunity to learn from one generation and teach the next.

Address

Charlotte, NC

Telephone

(704) 436-9705

Website

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