Wealth With No Regrets

If everything seems more expensive lately, you're not imagining it... Barry weighs in on how to think about your retirement plans in times of increased inflation:

Prices feel higher again. You’re not imagining it. Does it feel like prices are climbing again almost everywhere you look?

Saved $1M or more in your 401(k) & have questions about how to best use it for retirement income in the most tax-efficient way?
Request a mailed copy of our free resource, BEYOND YOUR 401(k):
wealthwithnoregrets.ac-page.com/401k



These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax or legal advice. Please consult a qualified professional before making decisions about your financial situation. Any reduction in taxes would depend on your specific tax situation. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entails risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

Check out Barry's latest Kiplinger article about the financial questions to really ask yourself during a volatile market:
https://www.kiplinger.com/retirement/retirement-planning/think-like-warren-buffett-as-you-near-retirement





This article is for informational purposes only. It is not intended to provide, and should not be relied on for, any tax or legal advice. Please consult a qualified professional before making decisions about your financial situation. The specific tax consequences of any investment or strategy will depend on your specific tax situation. Investing in securities involves risk, including potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Think Like Warren Buffett as You Near Retirement: Stop the Needless Risks It might be time for a financial check-in to see how much you really need to invest in the markets.

Have you set up 529 plans for your children for college? Barry shares some insights on changes to the plans from the Secure Act, and why you may want to consider opening one:
https://wealthwithnoregrets.com/changes-to-529-plans/

Confidence grows when your income, taxes, and investments start working together.

Schedule a complimentary 15-minute Retirement Strategy call to discover what opportunities you may have to maximize your assets in retirement: https://calendly.com/kathy-wealthwithnoregrets/15min-phone

Saving for retirement is one phase of life. Turning savings into reliable income is the next. Are you partnered with the right team to ensure your savings will fund the retirement lifestyle you’ve envisioned?

Barry joined Sydney Stallworth live on Getting By Better on Atlanta News First to share timely insights on the Fed's interest rate decision yesterday and how that could affect your personal finances, summer travel plans, and retirement accounts:
https://www.atlantanewsfirst.com/video/2026/04/29/planning-retirement-during-uncertainty-getting-by-better-april-29-2026/

Barry highlights how fast-moving headlines can create a sense of urgency to make changes—and why staying focused on your goals can help keep decisions aligned with your bigger picture in this week’s E-Tip.

Why it's So Hard to Sit Still Right Now What matters most right now isn't reacting to every move. It's staying grounded in what you're working toward

Retirement planning often shifts from growing assets to managing taxes and withdrawals thoughtfully. That shift can make a meaningful difference over time.

Visit our website to learn more about our unique approach to integrated retirement planning. https://wealthwithnoregrets.com/financial-services/