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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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3 Celebrities Who Refused to Retire

August 20, 2021

It’s always a bit jarring to see the actors and actresses of your youth in the present – sometimes they become unrecognizable with age or disappear from the spotlight altogether. However, there are those rare gems whose talent is ageless and simply refuse to stop working. We can learn from their wise words about aging and look to…

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What’s Your 401(k) Game Plan?

August 16, 2021

If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what you’ll do with any company stock in your 401(k). There are many options, and the right one depends on your age, retirement goals,…

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Retirement is Your Never-Ending Summer

August 13, 2021

As summer draws to a close, we might be planning our last trip to the beach or a favorite weekend destination. Whether you choose to enjoy the long summer days by lounging around with a good book or doing something a little more physically taxing, summer is a special time that we’ve cherished since childhood. We may feel…

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How a Financial Advisor Can Help You Pursue Tax-Smart Strategies

August 9, 2021

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and in retirement. An advantage of going to one professional for all of your financial planning needs is that everything from investment…

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