Investment Management News

Helping You Better Understand Your Financial And Tax Needs

Read Our Blog

Knowledge at your fingertips created with your future in mind.

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

Categories

A Day in the Life of Parker

A Day in the Life of Parker

May 24, 2024

By Parker Barnett As a Financial Advisor for Barnett Financial & Tax, a lot of people ask me what a typical day looks like. While no day is “typical,” I’m thankful for the opportunity to provide my clients outstanding financial service, as well as support my team members. Tag along with me on an average day, and you’ll…

Read More
Did Stellantis Let You Go? They Still Have Your 401(k)!

Did Stellantis Let You Go? They Still Have Your 401(k)!

April 16, 2024

By Rick Barnett Getting laid off can be a real kick in the pants.  But regardless of whether you’re angry, surprised, or just plain old demoralized, that doesn’t mean you should shoot yourself in the foot by letting your hard-earned retirement plan fade from your memory. Now is the time to act if you don’t want to let…

Read More

Little-Known Facts About Social Security Benefits: Part 2

April 4, 2024

By Rick Barnett Social Security benefits have been America’s retirement safety net for nearly 90 years. The organization has survived multiple challenges and societal changes over that time. However, with its complexity and flexibility, even the most capable adults may have trouble understanding how Social Security works. That’s why in this two-part series (see Part 1 here) we’ve…

Read More
Our Top 10 Pieces of Tax Advice

Our Top 10 Pieces of Tax Advice

April 1, 2024

By Jeffrey Covert Tax season is now upon us. Even though most deadlines have passed for lowering your taxes for 2023, there are a few options still available to lessen the tax bite. You should also consider strategies to lower your 2024 tax burden as well.  Let’s discuss 10 effective ideas. 1. Get Organized First, get organized. Make…

Read More
Big 3 Automotive Employees: Exploring Benefits Options

Big 3 Automotive Employees: Exploring Benefits Options

March 29, 2024

By Parker Barnett As a salaried employee of a Big 3 automaker, decisions you make about your benefits from General Motors, Ford, or Stellantis (formerly Chrysler) can impact your lifestyle for years to come. For example, you can take a lump-sum payout from the company when you retire or spread it out over a monthly pension. With options…

Read More
Little-Known Facts About Social Security: Part 1

Little-Known Facts About Social Security: Part 1 

March 5, 2024

By Rick Barnett  It’s likely that not a single week passes without hearing the words “Social Security,” especially if you’re nearing retirement. You might even hear yourself saying it on a daily basis, but how much do you really know about Social Security?  Social Security is a complex system. The official Social Security Handbook spans 714 pages, contains…

Read More
Start Your New Year With These Four Classic Movies Barnet Financial & Tax

Start Your New Year With These Four Classic Movies

January 5, 2024

The New Year is a time of celebration and reflection, and there’s no better way to spend it than with a great movie. Here are four classics that not only entertain but also evoke the spirit of a new beginning, perfect for ringing in the New Year. Rob Reiner’s iconic romantic comedy “When Harry Met Sally” is a…

Read More
Reasons to Prepare Your Family Financial Strategy This New Year Barnet Financial & Tax

Reasons to Prepare Your Family Financial Strategy This New Year 

January 2, 2024

The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when it comes to finances. If you are unsure about how your financial goals connect to your family’s, now might be a great time…

Read More

5 Retirement Mistakes to Avoid Around the Holidays

December 27, 2023

The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it’s essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes that people often make during the holiday season and why you should avoid them. Excessive Spending The season is characterized by gift-giving, decorating,…

Read More

5 Last Minute Holiday Gifts 

December 21, 2023

As we navigate the gift-giving seas in the hunt for the perfect present, it’s often the unusual and unique gifts that leave the most lasting impressions. From practical to pleasurable, here are five unique gift ideas that are sure to delight and surprise. First on our list is a 9-in-1 multitool pen. This gadget is not your ordinary…

Read More

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?

SCHEDULE AN INTRODUCTION MEETING