Tax Day Will Be Here Before You Know It

Tax Day Will Be Here Before You Know It Barnett Financial & Tax

Tax Day is April 18th this year, due to the Emancipation Day holiday in Washington D.C. on the 15th. This is a good time of year to review your finances and think about your long-term tax strategy. Tax Day will be here before you know it, so know these important tax terms and start thinking…

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What’s Your Retirement Game Plan?

What’s Your Retirement Game Plan? Barnett Financial & Tax

Football fanatics spend hours learning about their team’s tactics, dynamics, and playing history. Those who pay attention don’t just notice how many wins their team has, but how they got to be so good. There’s a lot we can learn from football when it comes to retirement planning. For instance, you have to know how…

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Don’t Forget About Your Tax Bill

Don’t Forget About Your Tax Bill Barnett Financial & Tax

Before you know it, Tax Day will be here, so it’s best to start getting ready now. Beyond your tax bill this year, don’t forget about your tax bill in the future, even in retirement. Taxes don’t stop when you stop receiving a paycheck, and they could be one of your biggest expenses in retirement.…

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Will You Get Happier As You Age?

Will You Get Happier As You Age? Barnett Financial & Tax

There’s no doubt that our culture often overlooks the benefits of aging. You may not have looked forward to getting older when you were younger, but now that you’re nearing retirement, you may have gained a different perspective. The fact is, many studies have found that happiness does increase with age.[1] There could be many…

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How Do You Handle a Volatile Market?

How Do You Handle a Volatile Market? Barnett Financial & Tax

Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes than they did when they were younger. Leaving your financial…

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Wishing You a Happy Valentine’s Day

Wishing You a Happy Valentine’s Day Barnett Financial and Tax

Happy Valentine’s Day! Whether this is your first with your significant other or your 50th, or you’re spending it with friends and family, there are always new ways to celebrate. Here are some ideas for celebrating Valentine’s Day this year. Talk About the Future Hopefully, not all the good times are in the past –…

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Four Easy Things You Can Do to Plan for Retirement Right Now

Four Easy Things You Can Do to Plan for Retirement Right Now Barnett Financial & Tax

Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex problem, we can often end up procrastinating. But a better approach is to…

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Travel in Retirement Without Overspending

Travel in Retirement Without Overspending Barnett Financial & Tax

So, you want to become a world traveler in retirement, but you’re also a responsible person who knows they need to support themselves for the next 30 years. It’s a common conundrum in retirement. But, with careful planning and some creativity, you could fulfill your dreams of travel in retirement without overspending. Make A Budget…

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