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Tips On How to Be a Lifelong Athlete Barnett Financial & Tax

Tips On How to Be a Lifelong Athlete

September 24, 2021

If you’ve been watching tennis, you may be interested to know that about 12% of U.S. tennis players are between 45 and 55, and 11% are 55 and older.[1] There are many sports that you can enjoy and excel at in your 50s and beyond. Plus, regular exercise could help you stay active for longer and combat heart…

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Examining the Future of Social Security, Medicare, and Your Taxes Barnett Financial & Tax

Examining the Future of Social Security, Medicare, and Your Taxes

September 20, 2021

The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security and Medicare trustees.[1] That’s one year earlier than they reported last year, and the pandemic is to blame. Less was collected in payroll taxes when unemployment was high, and more people claimed benefits. Although this information…

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How Prepared Are You for an Emergency? Barnett Financial and Tax

How Prepared Are You for an Emergency?

September 17, 2021

When we consider everything life can throw at us, it seems important to prepare for setbacks. We’ve seen forest fires in California, Hurricane Ida, flooding in Tennessee, plus a continuation of COVID. There’s no getting rid of all the risks in life, but a solid plan goes a long way, whether it’s having a first aid kit in…

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How Would You Handle a Retirement Curveball? Barnett Financial & Tax

How Would You Handle a Retirement Curveball?

September 13, 2021

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It can be much…

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Are There Four Stages of Retirement? barnett financial and tax

Are There Four Stages of Retirement?

September 11, 2021

Everyone talks a lot about how to prepare for retirement financially. But what about how to adjust your mindset in retirement and manage expectations? You might not be happy every single day in retirement, but that doesn’t mean your retirement won’t be happy. Transitioning into retirement is no small task, and research shows that the way people feel…

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Three Eroding Forces on Your Retirement Savings Barnett Financial and Tax

Three Eroding Forces on Your Retirement Savings

September 7, 2021

Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this. The potential for higher taxes, inflation, and healthcare costs are three eroding…

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3 Priceless Pieces of Retirement Wisdom Barnett Financial and Tax

3 Priceless Pieces of Retirement Wisdom

September 3, 2021

You’ve worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time to consider these three priceless pieces of retirement wisdom. The first bit of wisdom…

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Plan for the Tax Rates of the Future Barnett Financial and Tax

Plan for the Tax Rates of the Future

August 30, 2021

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it’s important to plan…

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How This Generation Will Influence Culture Barnett Financial And Tax

How This Generation Will Influence Culture

August 28, 2021

By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn’t know how to handle older American’s problems, this will mean some major changes. Whether it’s through celebrities who refuse to retire, retirees who experience wanderlust…

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How the Millionaire Next Door Can Approach Retirement Planning

August 23, 2021

Many of today’s retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you have built a substantial nest egg, you may not feel like a millionaire and may be worried about how you’ll maintain your lifestyle…

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