Barberis Wealth Management of Steward Partners

09/02/2026

Understanding wealth is more than just numbers; it’s subjective and personal. In the latest insights from Morgan Housel, he urges us to rethink wealth and tax strategies. Perfect for planning your financial future.

If you've saved millions for retirement, take cover from the "tax torpedo" of RMDs, IRMAA and the NIIT, which all conspire to spike your marginal tax rate.

09/02/2026

Do you have a strategy for reviewing and updating your investment portfolio?

08/31/2026

There are a few exceptions to the 10% penalty on IRA withdrawals.

08/28/2026

To reduce your spending, you first need to know where your money goes.

08/28/2026

Navigating taxes and retirement planning as a self-employed individual can be overwhelming. These insights shed light on optimizing your financial future, from tax strategies to exit plans. Let's chat! 💬

If you’re self-employed, an advisor could help you save.

08/26/2026

As data centers proliferate in suburban and rural areas, their impact on local housing markets raises important questions. How do they affect home values and community dynamics? These articles provide insights into growing trends in home sales and pricing near data centers. Engaging with this info can help individuals and families navigate their financial futures more effectively. Let's discuss how these developments could impact your financial plans.

America's data center boom is swinging into lower-income, more rural communities. New research tracks a decade of expansion and what it means for home prices, property tax, and housing stock.

08/26/2026

Here are some ways you can repair your poor credit.

08/25/2026

The fusion of AI and our personal lives is transforming industries, including mortgages. Let's explore how we can prioritize human connection amidst tech evolution. Your thoughts? 💡

GenAI can automate repeatable mortgage work; this column outlines what remains human and how leaders should rethink value.

08/21/2026

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08/20/2026

As financial advisors, we know there's no one-size-fits-all when it comes to spending. From preventive care to investments in quality, discover what purchases can truly benefit you.

Financial planners weigh in on a recent trend on TikTok that has users sharing the items they swear are always worth the money.