Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Read Our Weekly Blog

Knowledge at your fingertips created with your future in mind.

Thank you for letting us serve you for over 30 years!


A Financial Advisor Can Prepare You for A Wintery Market Barnett Financial And Tax

A Financial Advisor Can Prepare You for A Wintery Market

September 26, 2022

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be icy sidewalks and…

Read More
Staying Social in Retirement Barnett Financial and Tax

Staying Social in Retirement

September 23, 2022

For many of us, retirement can be scary for many reasons. Retiring can be an acknowledgment of an end to a chapter of your life. Many people love their work, and the idea that they’d stop or could be unable to continue doing what they love is painful. It can also be daunting to think about how you’ll…

Read More
What Volatility Truly Means Barnett Financial & Tax

What Volatility Truly Means

September 19, 2022

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a downward trend. The…

Read More
The Value of Doing Nothing in Retirement Barnett Financial & Tax

The Value of Doing Nothing in Retirement

September 16, 2022

For many, retirement can be a struggle to find new ways to stay busy. If you’re approaching retirement, figuring out how to replace the sense of fulfillment you may have had with your work can be difficult. If you’re in retirement, you may already feel restless without your daily occupation. While it’s crucial for your health and happiness…

Read More
Trusts vs. Wills – What’s the Difference? Barnett Financial & Tax

Trusts vs. Wills – What’s the Difference?

September 12, 2022

Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes amongst your loved ones – and you don’t want to be remembered for that.…

Read More
The History of Inflation is Older Than you Think Barnet Financial & Tax

The History of Inflation is Older Than you Think

September 9, 2022

Inflation has occurred in many different societies throughout history. We think of inflation as a modern economic concept, but in reality, it predates modern history and has been a prevalent part of societies since the first nations and urban areas emerged. Ancient Rome When silver was used as the currency in Rome, the government would collect silver coins, melt…

Read More
Going “Back to School” on Your Retirement Plan Barnett Financial & Tax Planning

Going “Back to School” on Your Retirement Plan

September 6, 2022

When you think about your school years, whether your high school, college, or post-grad days, you’ll revisit memorable moments from when you had your whole life ahead of you. Schooling is all about providing students with the tools they need to achieve their future potential. When it comes to retirement planning, the same is true! Believe it or…

Read More
A Movie Marathon for a Fun Night In! Barnett Financial & Tax

A Movie Marathon for a Fun Night In!

September 2, 2022

Retirement is a time to do more of what you love, whether that’s through an active hobby like hiking or through sports like tennis and golf, or if it’s a relaxing activity like reading, writing, or embracing your creative side with the arts and music. But in retirement, it’s important to take advantage of the time you have…

Read More
3 Strikes to Avoid When Tax Planning Barnett Financial & Tax

3 Strikes to Avoid When Tax Planning

August 29, 2022

Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much Income When you…

Read More
Traveling in Retirement on a Budget Barnett Financial & Tax

Traveling in Retirement on a Budget

August 26, 2022

Retiring is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for isn’t a walk in the park, especially nowadays with inflation affecting where and how we spend, especially when it comes to traveling. Plus, market downturns…

Read More

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?