How to Live Retirement to the Fullest

How to Live Retirement to the Fullest Barnett Financial & Tax

It’s pretty easy to have a great time in retirement. You’re not working. You can focus on family and friends and do what you want. But you might find that without a plan, you feel a little aimless. If you’re looking to get the most out of retirement, what should you do? What strategies should…

Read More

Creating and Maintaining Generational Wealth in Retirement

Creating and Maintaining Generational Wealth in Retirement Barnett Financial and Tax

In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help…

Read More

’80s Summer Activities: Fun Never Goes Out of Style

'80s Summer Activities: Fun Never Goes Out of Style Barnett Financial & Tax

The 1980s were a magical time when children enjoyed simple yet exciting activities that fostered creativity, exploration, and social interaction. Nowadays, many kids are glued to their screens, missing out on the fun of traditional outdoor play. So, let’s take a trip down memory lane and rediscover some of the most entertaining ’80s summer activities…

Read More

Banking Sector Issues and Your Finances

Banking Sector Issues and Your Finances Barnett Financial & Tax

In recent months there have been 3 major bank shake-ups: Silicon Valley Bank (SVB), Signature Bank, and First Republic Bank.[1] This has generally led to fears that there is a larger recession on the horizon. The financial crisis of 2008 was also precipitated by bank collapses, so this has many experts watching the market carefully.…

Read More

Small Towns With Big Heart: 5 Great Travel Destinations

Small Towns With Big Heart: 5 Great Travel Destinations Barnett Financial & Tax

Traveling can be a great way to spend your time if you’re retired. When it comes to planning a vacation, small towns can offer a unique and unforgettable experience. From historic sites to outdoor adventures, charming small towns across America have something to offer everyone. Here are five of the best small towns to vacation…

Read More

3 Tax Optimization Strategies to Remember for Retirement

3 Tax Optimization Strategies to Remember for Retirement Barnett Financial & Tax

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023. Consider the Tax Structure of Your State and Locality Consider living in a tax-friendly state.[1] Many states offer…

Read More

Exploring The World of Literature at the Library

Exploring The World of Literature at the Library Barnett Financial & Tax

As the world becomes more digitized, many people may believe that libraries are becoming a thing of the past. However, this couldn’t be further from the truth. Libraries are still essential for providing access to information, learning, and community building. In fact, libraries are particularly important for retirees who seek to enrich their lives through…

Read More

Addressing Retirement for Gen X

Addressing Retirement for Gen X Barnett Financial & Tax

A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. Nearly one in four Gen Xers are not sure when, or even if, they…

Read More

How To Save Money on Travel This Summer

How To Save Money on Travel This Summer Barnett Financial & Tax

Summer vacation is just around the corner, and if you’re looking to save some money and make the most out of your trip, here are some travel hacks you can use. Book Flights Early Airlines sell flights at least 11 months in advance, so booking flights 11-plus months in advance is a great way to…

Read More