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3 Invaluable Things Invented by Baby Boomers Barnett FInancial & Tax

3 Invaluable Things Invented by Baby Boomers

July 1, 2022

When you think of great inventors, you might think of Thomas Edison or Alexander Graham Bell. Of course, they are two of the most notable inventors, but they’re not the only ones. Some innovators who have had the biggest impact on our lives are of the Baby Boomer generation. Here are four invaluable things invented by Baby Boomers.…

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You’re Ready to Retire – But Are Your Finances? Barnett Financial and Tax

You’re Ready to Retire – But Are Your Finances?

June 27, 2022

Many people feel ready to retire, but fewer are financially ready to do so. It’s one thing to feel you’ve accomplished enough in your career or even that you’ve saved enough, but it’s another to have a plan in place that covers everything important. If you’re ready to retire, consider your finances. Have a Plan, Not Just a…

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Embrace Your Creative Side in Retirement Barnett Financial & Tax

Embrace Your Creative Side in Retirement

June 24, 2022

Retirement is a time for relaxation and quality time with your loved ones, but it can also be a time to explore new interests. It’s important to stay active and to challenge yourself to try new things, and research suggests that learning new things can help preserve memory functions.[1] If you haven’t yet attempted painting, sculpting, or playing…

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Legacy Planning – Thinking About the Next Generation Barnett Financial & Tax

Legacy Planning – Thinking About the Next Generation

June 20, 2022

You’ve probably passed on pieces of wisdom to your children, but have you considered how you’ll pass on your wealth? Now that you’re reaching a certain age, you may be wondering how you’ll pass on family heirlooms, property, or the wealth you’ve built over many years. Proper legacy planning could be one of the greatest gifts you give…

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Flat Tires Don’t Have to Derail Your Retirement Barnett Financial & Tax

Flat Tires Don’t Have to Derail Your Retirement

June 17, 2022

When you’re cruising down the open road and everything is going smoothly, you’re probably not thinking about getting a flat tire. But, the reality is that it can happen at any time. Do you have a tire jack, lug wrench, and spare tire in the trunk? An under-inflated tire caused by a slow leak can be a dangerous…

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Inflation Presents Unique Risks – Know How You’ll Respond Barnett Financial & Tax

Inflation Presents Unique Risks – Know How You’ll Respond

June 13, 2022

If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs,[1] and a recent poll found that 52% of Americans said the most important issue facing the country is inflation.[2] It’s significant that so many Americans recognized inflation as a major threat considering how unpredictable…

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How Retirement Can Be Your New Beginning Barnett Financial & Tax

How Retirement Can Be Your New Beginning

June 10, 2022

Humans are creatures of habit. When we’ve spent time and effort on something over a long period of time, it’s hard to imagine living without that something. The same can be said about work! Many people nearing or in retirement age don’t think about what their day-to-day lives in retirement will be like because they simply can’t imagine…

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Will You Have Tax-Advantaged Buckets in Retirement? Barnett Financial & Tax

Will You Have Tax-Advantaged Buckets in Retirement?

June 6, 2022

You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But, do you have any after-tax “buckets” that you can use strategically in retirement to help reduce your tax bill? There may be a few options available to you, so know how they work. How is a…

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Looking for a Good Summer Read? Barnett Financial & Tax

Looking for a Good Summer Read?

June 3, 2022

There is almost nothing better than a beautiful day out in the sunshine, a glass of something cool in your hand, and a great book in your lap. So, when you’re packing your travel bag full of necessities or just looking for a summer escape on your front porch, consider grabbing one of these titles! The Invisible Husband…

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Why Today’s Retirees Might Fear Running Out of Money Barnett Financial & Tax

Why Today’s Retirees Might Fear Running Out of Money

May 31, 2022

You might have been aiming to save a certain amount for retirement – and maybe you’ve already achieved that goal. But, considering inflation, an unpredictable market, and a lack of guaranteed income once your paycheck stops, you might be reconsidering whether you’ve actually saved enough. There are a few reasons why today’s retirees might fear running out of…

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