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Remember the Benefits of Estate Planning Barnett Financial & Tax

Remember the Benefits of Estate Planning

October 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.…

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How to Up Your Golf Game in Retirement Barnett Financial & Tax

How to Up Your Golf Game in Retirement

October 20, 2023

Golf is a rewarding and challenging activity that can be enjoyed by individuals of all ages, including retirees. It’s not just a game but an opportunity to stay physically active, mentally stimulated, and socially engaged. If you’re looking to get better scores out on the green, try out these key tips and strategies. Stretch and Get Loose First…

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Don’t Forget that Medicare Open Enrollment is Here! Barnett Financial & Tax

Don’t Forget that Medicare Open Enrollment is Here!

October 16, 2023

From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage to adapt to your needs.[1] Every year, there are changes to Medicare health plans and networks, so make sure that you know if your coverage is changing.[1]  If your coverage stays…

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Overseas Destinations to Beat the Cold This Winter Barnett Financial & Tax

Overseas Destinations to Beat the Cold This Winter

October 13, 2023

Some people can’t stand the cold of winter. They’ll do anything to get away from it. If you are retired and you’re looking for a winter escape, check out these possible destinations. Each one has warmth, beauty, and ample opportunities for relaxation and exploration.   Hawaii, USA Hawaii, the tropical paradise of the United States, is an ideal…

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Reexamining the Retirement Investment Portfolio Barnett Financial & Tax

Reexamining the Retirement Investment Portfolio

October 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation that is introduced.…

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Make Your Money Work for Your Happiness, Not the Other Way Around Barnett Financial & Tax

Make Your Money Work for Your Happiness, Not the Other Way Around

October 6, 2023

While some people idealize retirement as a time of leisure, many people often view retirement as a time of financial constraint and worry. For these reasons, you might think that your money and savings will dictate your happiness. But what if we changed the narrative? What if retirement was a time when your money worked for your happiness…

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Why October is a Crucial Time for Retirees Barnett Financial & Tax

Why October is a Crucial Time for Retirees

October 2, 2023

Now that the temperature is getting colder and we’re heading into October, there is something very important on the horizon for retirees: the announcement of the 2023 COLA for Social Security. COLA stands for “cost of living adjustment,” and it is essentially a yearly increase to Social Security payouts.[1] Every year, Social Security is increased by a percentage…

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Going to College in Retirement: Your Future Awaits! Barnett Financial & Tax

Going to College in Retirement: Your Future Awaits!

September 29, 2023

Retirement can be a significant turning point, bringing a drastic lifestyle change that can be challenging for many. The cessation of work often disrupts the daily routine, removing the familiar sense of purpose and potentially leading to feelings of isolation and boredom. However, this phase of life also opens opportunities for growth and exploration. One such opportunity is…

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Inflation Affects Your Finances, Even In Small Amounts

September 25, 2023

There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, including but not limited to items such as groceries, housing, and gas, has gone up by 3.2% since this time last year.[2] You might think 3.2% is a pretty small number,…

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A Goodbye to Summer

September 22, 2023

A crisp breeze bites the warm summer. Each remaining warm day is an invitation to bask in the season’s waning glow, a chance to relish the lingering warmth before autumn carries it away. Some may claim summer is defined by grand adventures and exotic vacations. But, truly, isn’t summer found in the simplest of moments? In the hum…

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