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!

Categories

Don’t Forget About These Big Retirement Expenses

April 19, 2021

The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain their current lifestyle. In fact, a recent study shows that about one in three retirees actually spent more than they expected they would when they first retired, and…

Read More

Win the Retirement Lottery Without Winning the Lottery

April 16, 2021

There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, and in many cases, enough money to last an average family for generations. When these stories come to light, people often make comments about how that would never…

Read More

More Time to File Taxes and Review Your Retirement Plan

April 12, 2021

Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so you have even more time to do that! As you go through important documents, make sure to review your investment plan,…

Read More

Watch Out for Scams During Tax Season

April 9, 2021

Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made tax preparation easier but has also opened up a whole new world of criminal activity. While there’s not much we can do to stop these threats entirely, there are certainly ways that we can all be smarter and…

Read More

4 Types of Retirement Income and How They’re Taxed

April 5, 2021

Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden could be substantial. By understanding how different types of income are taxed, you can develop income planning strategies that work to lower your taxes throughout retirement. Start with these 4 types of retirement income and how they’re…

Read More

Is a Big Retirement Move Right for You?

April 2, 2021

Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of people, when asked if they want to stay in their house once they retire, say yes. According to an AARP Report, 87% of people aged 65 or older think the best plan of action is to…

Read More

The Pandemic Won’t Be the Last Retirement Challenge You’ll Face

March 29, 2021

The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased government spending on COVID relief plus strain on our healthcare system could mean we’ll see higher taxes, inflation, and healthcare costs in the future. It’s crucial to have a comprehensive retirement plan for the future because the pandemic won’t…

Read More

Handle Life’s Busy Seasons Like An Accountant During Tax Season

March 26, 2021

Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re used to a routine, extra work or activity can throw us off because we don’t know how to adapt. The same…

Read More

5 Things to Know About COVID and Your Taxes

March 22, 2021

We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. In April 2020, the CARES Act (Coronavirus aid, Relief, and Economic Security Aid) provided relief to individual Americans and businesses and temporarily altered some parts of the tax code. While this was…

Read More

Age Does Come Before Beauty

March 20, 2021

Despite the fact that America has an aging population, there is ample evidence of ageism happening around us. The way we perceive older adults can limit our roles in society as we age and a pervasive negative view of aging can have a psychological impact on us. Sometimes ageism can be seen in a seemingly benign birthday card…

Read More

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!