Resolve to Do These Three Things In 2022

Resolve to Do These Three Things in 2022 Barnett Financial & Tax

Have you made a New Year’s resolution for 2022? 80% of people give up on their New Year’s resolution by the second week of February,[1] but you can beat the odds. New Year’s resolutions can be a great way to trade bad habits for good ones, but sticking to them can be difficult. Some people…

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Be Prepared for 2022

Be Prepared for 2022 Barnett Financial and Tax

A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a plan in place to address these concerns. Here are some ways…

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Give Yourself the Gift of a Retirement Plan

Give Yourself the Gift of a Retirement Plan Barnett Financial & Tax

Hopefully, all your presents are wrapped and under the tree by now. This is a time of year when we’re mostly focused on other people, but once you’ve distributed all of your gifts, consider giving yourself the gift of a retirement plan. To help you get started, here are three questions your retirement plan should…

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What Gift Do You Give to Someone Who Has It All?

What Gift Do You Give to Someone Who Has It All? Barnett Financial & Tax

We’ve all found ourselves in this scenario before: You ask someone what they’d like for a gift, and they can’t give you an answer. They simply say that they don’t need anything, despite your desire to give them a token of your appreciation. If you can relate to this scenario in the slightest, here are…

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Review Your Investment Strategy and Prepare for 2022

Review Your Investment Strategy and Prepare for 2022 Barnett Financial & Tax

The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond. We Saw Record Highs in…

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Gifts That Could Keep on Giving

Gifts That Could Keep on Giving Barnett Financial and Tax

Have you finished your holiday shopping this year? As we age, we have more and more relatives and friends that we exchange gifts with, which means more money and more time spent shopping. So, when your loved ones start handing out their lists, it may be a good time to prepare some gifts that could…

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Don’t Forget These Important End-of-Year Deadlines

Don't Forget These Important End-of-Year Deadlines Barnett Financial & Tax

Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the deadline to make several important tax moves that could affect…

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3 Alternative Gift Ideas for the Holiday Season

3 Alternative Gift Ideas for the Holiday Season Barnett Financial and Tax

There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don’t want anything for Christmas this year. Consider these alternative gift ideas this year instead of continuing to fill your house or someone else’s with new objects. Refurbish Something Old…

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