Financial Planning Blog
How Advice-Only Financial Planning Can Help You Achieve Your Retirement Goals in Cumming, GA
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
The Benefits of Hourly Financial Planning: How It Works for You
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
Small Business Finance with Hourly/Advice-Only Financial Experts
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
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
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
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
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?
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
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
Saving for Retirement is Your Own Responsibility
Saving For Retirement is Your Own Responsibility Facebook Twitter LinkedIn Gone are the days of private sector companies providing pensions for their employees. And even
Backdoor Roth IRA: What is it and Why Should I Care?
Backdoor Roth IRA: What is it and Why Should I Care? Facebook Twitter LinkedIn In previous blogs, I’ve written about the importance of tax diversification
Advantages of a Health Savings Account (HSA)
Advantages of a Health Savings Account (HSA) Facebook Twitter LinkedIn If you have a high-deductible health plan (HDHP) through your employer and have access to
Common Financial Mistakes
Common Financial Mistakes Facebook Twitter LinkedIn As a flat fee financial planner, I tend to work with younger clients who haven’t yet built up enough
The Effect of Inflation on Retirement Planning
The Effect of Inflation on Retirement Planning Facebook Twitter LinkedIn How much money do I need to retire? Or stated another way: How much money
Financial Habits for Building Wealth
Financial Habits For Building Wealth Facebook Twitter LinkedIn Financial Freedom: the option to work or coast, to pursue a passion, to control your own time
Is FIRE Really Feasible?
Is FIRE Really Feasible? Facebook Twitter LinkedIn I’m a Certified Financial Planner™ practitioner, and I also “retired” from my first career at age 52 after
Is It a Good Idea to Pay Off Your Mortgage?
Is It a Good Idea to Pay Off Your Mortgage? Facebook Twitter LinkedIn Like most personal finance decisions, it depends. I’m a financial advisor, and
Are You Saving Enough for Retirement?
Are You Saving Enough for Retirement? Facebook Twitter LinkedIn Have you ever sat down and tried to figure out how much money you’ll need for
Consider Tax Diversification when Saving for Your Future
Consider Tax Diversification when Saving for Your Future Facebook Twitter LinkedIn Ever think about the best account types to save for financial independence, retirement, and