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You Can’t Stop Inflation, But You Can Prepare Barnett Financial & Tax

You Can’t Stop Inflation, But You Can Prepare

May 23, 2022

Did you ever hear your parents or grandparents talk about how much less everything used to cost? They weren’t exaggerating – in 1960, a gallon of conventional whole milk was 31 cents, and today it’s $3.77 on average.[1] A few dollars might not seem like much, but that’s a 1,116% increase. You’ve likely noticed higher prices recently, even…

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Your Business Succession Plan Checklist Barnett Financial & Tax

Your Business Succession Plan Checklist

May 20, 2022

For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Now that you’re getting closer to retirement, you’ll have to make some big decisions. In order for your business to outlive you, you’ll need to map out a path forward. This means setting up a succession…

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Four Common Retirement Mistakes You Could Be Making Barnett Financial & Tax

Four Common Retirement Mistakes You Could Be Making

May 17, 2022

Practice makes perfect, but unfortunately, retirement isn’t something you can practice. It typically happens one time, and there may not be many opportunities to learn from your mistakes. The best way to avoid making mistakes in the first place is to educate yourself and create a plan. Here are some common retirement mistakes you could be making. Wishing…

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Gift Ideas for Graduation Season Barnett Financial & Tax

Gift Ideas for Graduation Season

May 13, 2022

It’s graduation season, which means you might be attending a few graduation parties soon. Gifts aren’t always expected, but it can be nice to give a graduate something they can use. Gifts don’t always have to be expensive or cost money at all – here are some gift ideas for graduation season. If you were planning on just…

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Three Unexpected Taxes in Retirement Barnett Financial & Tax

Three Unexpected Taxes in Retirement

May 10, 2022

When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many of your sources of income in retirement are taxable, so don’t overlook these three unexpected taxes in retirement.…

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Will You Go Part-Time Before Fully Retiring? Barnett Financial and Tax

Will You Go Part-Time Before Fully Retiring?

May 6, 2022

While many look forward to retirement, it can be a difficult transition when it really comes down to it. Some people don’t know what to do with all of their free time and miss the personal connections that work used to provide. Perhaps that’s why more people are opting to go part-time before fully retiring. Here’s what to…

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The Retirement Rules Could Change Soon – Have a Response Barnett Financial and Tax

The Retirement Rules Could Change Soon – Have a Response

May 2, 2022

  If you have a financial plan in place, you may think you’re set. However, the rules of retirement are always subject to change. We’ve seen new retirement legislation in the last few years and could see more soon. It’s important to understand how you could be affected and think about how you will respond. The End of…

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What Is Ageism and How Can You Overcome It? Barnett Financial & Tax

What Is Ageism and How Can You Overcome It?

April 29, 2022

Ageism is discrimination against someone based on their age. It can happen in overt or subtle ways, in the workplace and in our daily lives. There are plenty of negative stereotypes about older people that can affect how you think about aging. It’s important to think about how to overcome ageism and negative thinking about aging. One area…

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The History and the Future of Money Barnett Financial and Tax

The History and the Future of Money

April 25, 2022

We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The value of currency and inflation affect us all, as we’ve seen recently at the gas pump and the grocery store. Here’s what we can learn about our present…

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Are Your Retirement Savings Safe? Barnett Financial & Tax

Are Your Retirement Savings Safe?

April 22, 2022

We know that it’s important to protect our retirement savings from market corrections and inflation, but what about cybercriminals? Retirement account fraud is becoming more and more common. It’s important to take steps to protect your information and accounts from cybersecurity threats. Here are three things you can do to help keep your retirement savings safe. Keep an…

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