Expert Investment and Financial Strategy Services in Canton, GA

Person working on a laptop with financial documents spread out on a desk, appearing overwhelmed by financial planning and investment strategies.

Expert Investment and Financial Strategy Services in Canton, GA Facebook Twitter LinkedIn A person trying to manage investment strategies and financial planning on their own, feeling overwhelmed by the complexity. When it comes to securing your financial future, having a sound investment and financial strategy is paramount. In Canton, GA, residents are turning to David […]

How Advice-Only Financial Planning Can Help You Achieve Your Retirement Goals in Cumming, GA

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How Advice-Only Financial Planning Can Help You Achieve Your Retirement Goals in Cumming, GA Facebook Twitter LinkedIn David E. Barfield, CFP®, helps Cumming, GA residents achieve their retirement goals through personalized, advice-only financial planning. Are you a Cumming, GA resident looking to secure your financial future and achieve your retirement goals? Advice-only financial planning may […]

The Benefits of Hourly Financial Planning: How It Works for You

Lighthouse shining light through fog over calm sea, symbolizing guidance in financial planning.

The Benefits of Hourly Financial Planning: How It Works for You Facebook Twitter LinkedIn Lighthouse illuminating the path to financial clarity and trust. In the ever-evolving landscape of financial advice, one model stands out for its transparency, affordability, and client-centered approach: hourly financial planning. Unlike traditional financial planning models, which often rely on asset management […]

Small Business Finance with Hourly/Advice-Only Financial Experts

Business owner discussing financial plans with a fee-only financial professional

Small Business Finance with Hourly and Advice-Only Financial Experts Facebook Twitter LinkedIn Effective financial management is essential for small business success, yet navigating this terrain presents unique challenges, from managing fluctuating revenues to budgeting for growth. The choice of a financial advisor is pivotal, and the clarity and impartiality of an hourly financial planner or […]

Inflation and Its Effects on Fee-Only Financial Plans

Inflation and Its Effects on Fee-Only Financial Plans Facebook Twitter LinkedIn Strategies for Long-Term Security In today’s ever-evolving economic landscape, inflation poses a significant challenge to the stability of financial plans. Specifically, for Fee-Only Financial Planners, adapting strategies to mitigate the impact of inflation is crucial for ensuring long-term financial security for their clients. Let’s […]

Cryptocurrency Investing with Fee-Only Advisors

Cryptocurrency Investing with Fee-Only Advisors Facebook Twitter LinkedIn The Rise of Cryptocurrency Investment Cryptocurrency has revolutionized the financial landscape, offering a new way to invest and manage assets. With the digital currency market expanding rapidly, many investors are seeking guidance to navigate this novel terrain. This is where fee-only advisors play a pivotal role. They […]

Developing Your Financial Plan

Developing Your Financial Plan Facebook Twitter LinkedIn Having a solid financial plan for your family is more critical today than ever before.  Pensions are disappearing rapidly (only 25% of civilian workers and 15% of private industry workers had access to a pension in 2022 according to the Bureau of Labor Statistics).  As a result, you […]

Ignore the Financial Noise

Ignore the Financial Noise Facebook Twitter LinkedIn How in the world do I stay focused on long-term investing goals with all the noise around me?  And how do I avoid chasing the hot ideas of the day when all my friends and colleagues are telling me how much money they are making in the stock […]

SECURE Act 2.0 Key Features

SECURE Act 2.0 Key Features Facebook Twitter LinkedIn On December 23rd, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0 bill.  SECURE Act 2.0 contains many provisions that could impact your financial plan, so I wanted to give a brief description of the most impactful of those provisions (at […]

Lifestyle Creep can Ruin Your Retirement!

Lifestyle Creep can Ruin Your Retirement! Facebook Twitter LinkedIn When you get a raise or a bonus, does your spending on lifestyle consume all the increase, or do you maintain (or better yet, increase) your savings rate? If you’re spending all your raises and bonuses on current consumption, your savings rate (in other words, the […]