Q1 Financial Check In - Maximizing your Tax Refund and Investment Strategies - Jordan Krenik
Tax Season Tips and Important Dates for Tax Year 2025 - Regina Robles
2026 Contribution Limits and THANK YOU!! - Kristina Hoelting
Client Spotlight - Rhonda Barth
We are so honored to work with each and every one of our clients! Please take a moment to learn more about our client Rhonda and her financial journey with Barth Financial. Thanks Rhonda for your kind words and your participation in this project!
Gary Barth - Lester Rosen Award Winner Video
Congratulations Gary! We are proud of you! Please click the graphic below to hear the story of the Barth family's generosity in the Kearney area.
You can find additional information about the Lester Rosen Award by following this link: https://cloud.content.ameritas.com/ratings-and-awards
Financial Basics 101 - Gary Barth
Preparing for your Investment Meeting - Tiffany Harrison
How to Spot & Prevent Financial Scams - Regina Robles
Holistic Financial Planning - Jordan Krenik
Beneficiary, Trusted Contact, & Power of Attorney Designations with Tiffany Harrison
Digital Security Tips with Kristina Hoelting
Required Minimum Distributions - Gary Barth
One Big Beautiful Bill & How it May Affect You - Jordan Krenik
Investing Early: The Power of Compound Interest - Jaden Engen
Guided Family Meetings for Estate Planning - Gary Barth
529 Plans and UTMA Accounts with Jaden Engen
