Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Read Our Weekly Blog

Knowledge at your fingertips created with your future in mind.

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


Practical Tips for Starting Your Retirement Off on the Right Foot

July 9, 2021

Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that you are going to retire. This may require writing a letter to explain your plans while also choosing a date for your last day of work. It is…

Read More

Be Part of the 4% When it Comes to Social Security

July 6, 2021

According to a recent study, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household.[1] There are many things to consider when choosing how to claim your benefit, and there’s no one-size-fits-all formula for maximizing it. Consider your unique situation and read these tips on how to…

Read More

3 Important Lessons from The Beverly Hillbillies

July 2, 2021

Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you’ll make your small fortune last the rest of your life. We can learn three important lessons from The Beverly Hillbillies as to how to handle…

Read More

Where Could Interest and Tax Rates Be Headed?

June 28, 2021

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several big changes proposed, and if they come to fruition, you may need to review your tax minimization strategy. The…

Read More

Why the Future isn’t Always What You Expect

June 25, 2021

You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you’ll become a grandparent, and of course, you’ll retire! We’ll also probably see some significant technological advancements and interesting global developments, but no one knows what for sure. Sometimes life throws us a curveball – like the pandemic…

Read More

4 Major Retirement Challenges to Overcome

June 21, 2021

Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you may be looking forward to traveling, working on your golf game, or retiring early to enjoy more free time, you first have to overcome some major retirement challenges.…

Read More

Do We Live In An Ageist Society?

June 18, 2021

America has an aging population, and many of our most successful individuals are middle-aged or older. Yet, there seems to be evidence of widespread ageism. Sometimes it can be seen in a seemingly benign birthday card depicting age as something to laugh at or feel bad about, but other times it takes the form of workplace discrimination. Even…

Read More

4 Reasons to Have a 401(k) Strategy

June 14, 2021

If you’ve saved a substantial amount in a tax-deferred retirement account, it will no doubt be instrumental in retirement. The next step is to strategize how you’ll use those savings. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your job, and how…

Read More

4 Ways to Use Your Phone While Traveling

June 9, 2021

Do you plan on taking a vacation this summer? After forgoing travel for over a year, many people are planning trips this summer. If you do, there are many ways you can optimize your experience by using your phone. Your phone can be pretty much whatever you want it to be on vacation – a notepad, a map,…

Read More

Is Our Government Anticipating Inflation?

June 7, 2021

The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods and services. High inflation can hurt retirees who are living off their savings, especially when we have near-zero interest rates. We already see bigger Social Security Cost of…

Read More

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?


[contact-form-7 id="39773" title="Complimentary Review Global Footer"]