This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. This article offers a strategy that may help address sequence risk - the danger of poor investment performance at the outset of retirement. Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk?
This article provides an overview. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This article provides an overview. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Services
As Stifel Financial Advisors, Gonzales-Barbee Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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