Barwick Consulting Services

02/22/2023

https://www.barwickconsultingservices.com/your-2023-tax-brackets-vs-2022-tax-brackets/

Tax Brackets have widened this year thanks to inflation. It has provided an opportunity for tax planning and Roth Conversions. Click article to see the brackets.

Your 2023 Tax Brackets vs. 2022 Tax Brackets Dec 22, 2022 The income ranges, adjusted annually for inflation, determine which tax rates apply to you Even though we’re still in the 2022 tax year, and you filed your 2021 tax returns back in April, you’re probably thinking to yourself, “Gosh! I w...

02/01/2023

We are at the Des Peres Lodge educating the community on retirement. There is a lot of ways a retiree could go wrong. Make sure you have a plan in place that covers stock market risks, inflation, health risks, tax risks, etc. You worked too hard to put your retirement at risk!
This presentation does not take into account your particular investment objectives, financial situation or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

11/10/2022

We were at Riverchase YMCA last night educating the community on retirement planning, income planning, and adjustments to be made during high inflation and market volatility. It was a great night!

12/01/2021

Retirement is a complex and expensive phase of life. When couples stagger their retirement dates, they can reap financial and emotional rewards that should make this vital transition easier. Life may, of course, shape which partner ends up retiring first and change the plans the couple made when they were younger. One person’s job situation may shift, or health issues or problems with other family members could intervene.

“A staggered retirement date is a great idea for financial and marital health reasons,” says certified financial planner Kristi Sullivan, Sullivan Financial Planning, LLC, Denver, Colo. “Financially, it allows you to more slowly draw down assets in early retirement. If anyone is under the age of 65, the working spouse can hopefully carry medical insurance to bridge the gap until Medicare eligibility. Also, not retiring at the same time can let couples find their groove in retirement without being on top of each other right away.”

Whether you decide to stagger your retirements or stop working simultaneously, thinking about it in advance will make this process easier.

https://www.barwickconsultingservices.com/retirement-the-best-timing-strategies-for-couples/

06/23/2021

Educational class on Social Security and Retirement is tonight at the University of Missouri Extension in Kirkwood. Full house!

06/08/2021

Education Class on Retirement and Social Security. This time at Sam’s Steakhouse! 🤤

05/18/2021

05/18/2021

Hosting our monthly Retirement Class at The Lodge Des Peres. People have a lot of questions these days. Come join to get them answered and retire with confidence! Tonight and Thursday @ 6:30 or reach out to us for upcoming events.

02/23/2021

The stage is set. Social Security and Retirement class is tonight. If you interested in attending, we have more coming up.

02/09/2021

Our first Social Security and Retirement Class of the year. This is at the Holiday Inn SW - Route 66 off Watson Rd. 2/16 or 2/18 @ 6:30PM. We would love to have you attend if you have retirement questions that need answers. Doing our part to educate the community!😎

12/25/2020

Merry Christmas!

10/29/2020

Feels good to be back! Educating the local community on Social Security and Retirement tonight at 6:30 at the Sunset Hills Community Center. The presenter never disappoints aka my dad! If interested in attending, let me know. 🙌💯💪🔥