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Addressing Retirement for Gen X Barnett Financial & Tax

Addressing Retirement for Gen X

June 5, 2023

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 will be able…

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

How To Save Money on Travel This Summer

June 2, 2023

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 get value for…

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Healthcare in Retirement: The Basics Barnett Financial & Tax

Healthcare in Retirement: The Basics

May 30, 2023

Healthcare insurance is a crucial aspect of managing one’s health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs. Here are some important points to keep in mind:   Types of health insurance: There are different types of health insurance plans, including health maintenance organizations (HMOs),…

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The History of “Feng Shui” and Why it Matters to Your Home BArnett Financial And Tax

The History of “Feng Shui” and Why it Matters to Your Home

May 26, 2023

You may have heard the term “Feng Shui” in the context of interior design and home and building design. But what is it exactly? Where does it come from? And what does it actually accomplish? Let’s dive into the history of Feng Shui. Feng Shui is a Chinese philosophical system of harmonizing and arranging buildings, objects, and spaces…

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Target-Date Funds: The Backbone of Many Retirement Accounts Barnett Financial & Tax

Target-Date Funds: The Backbone of Many Retirement Accounts

May 22, 2023

A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are strategized for long-term growth when you are further away from the target date and strategized for wealth preservation the closer you get…

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A Classic Playlist from the Year 1983 Barnett Financial & Tax

A Classic Playlist from the Year 1983

May 19, 2023

The year 1983 saw the release of some of the most iconic and timeless songs in music history. From pop to rock to new wave, this year had something for everyone. If you are headed into retirement and thinking about setting up a playlist of songs from when you were younger to celebrate, this list is for you.…

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How Long Can I Keep My Money in My Retirement Account? Barnett Financial & Tax

How Long Can I Keep My Money in My Retirement Account?

May 15, 2023

In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old.[1] This is called a required minimum distribution (often shortened to RMD). More specifically, you must start…

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A Guide for In-Home Care Barnett Financial & Tax

A Guide for In-Home Care

May 12, 2023

If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself. The most important thing to understand is the basics. If you are a home-bound individual or have a home-bound loved…

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What Happens to Inherited Retirement Accounts? Barnett Financial & Tax

What Happens to Inherited Retirement Accounts?

May 8, 2023

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the beneficiary just gets all the money in the…

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3 Classic Arcade Video Games Barnett Financial & Tax

3 Classic Arcade Video Games

May 5, 2023

They just don’t make arcades like they used to. The hallmark clack of pinball machines and the 8-bit orchestras playing from all sorts of machines isn’t something you can really find anymore. Here’s a list of some of the greatest arcade classics of all time. Pong The game that started it all. It’s a simple system–two players with…

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