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5 Key Components to the Retirement Bucket Strategy Barnett FInancial & Tax

5 Key Components to the Retirement Bucket Strategy

August 22, 2022

Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key components will help…

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Earth Shoes and Other Products of the 70s Barnett Financial and Tax

Earth Shoes and Other Products of the 70s

August 19, 2022

If you think some of the products your kids or grandkids have are strange, consider what was around in the 70s – pet rocks and beer shampoo. The 70s certainly saw some interesting trends. You may even have a few of these artifacts somewhere in your home, perhaps tucked away in the attic or basement. Do you remember…

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4 Easy-to-Overlook Estate Planning Mistakes Barnett Financial & Tax

4 Easy-to-Overlook Estate Planning Mistakes

August 15, 2022

It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can greatly help your family, so consider creating a comprehensive estate plan. Unfortunately, there are many easy-to-overlook estate planning mistakes, such as not naming beneficiaries on retirement accounts, not doing so properly, or forgetting…

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What Is a QCD and How Does It Work? Barnett Financial and Tax

What Is a QCD and How Does It Work?

August 12, 2022

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, payroll tax, and Medicare tax. However, your income in retirement could be significant between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Then starting at age 72, you will likely need to…

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Inflation and a Gallon of Milk Barnett Financial & Tax

Inflation and a Gallon of Milk

August 8, 2022

In 1960, a gallon of conventional whole milk was 31 cents, and today it’s $4.21 on average.[1] A few dollars might not seem like much, but that’s a 1,258% increase! Now that we’re seeing high inflation, the buying power of your money – including your retirement savings – could be seriously impacted. When calculating how much money you…

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The Role of Melody and Memory in Retirement Barnett Financial & Tax

The Role of Melody and Memory in Retirement

August 5, 2022

When you’re at the peak of your career and starting to think about retirement, many things might be circling your thoughts. “How can I afford my retirement?” Or “What will I do with all this time?” It’s important to remember that retirement is an opportunity to do what you love, not what you have to. When you retire,…

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Are You Asking the Right Questions Before You Retire? Barnett Financial and Tax

Are You Asking the Right Questions Before You Retire?

August 1, 2022

You might remember a time when markets kept increasing and your retirement portfolio was smooth sailing. But that was before the recent inflation numbers and market correction. You may have built a substantial nest egg, but even then, you may be concerned about how you will maintain your lifestyle in retirement and how you will avoid running out…

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What Gets You Outside This Summer? Barnett Financial & Tax

What Gets You Outside This Summer?

July 29, 2022

During your working years, you may have relished the few hours you had in the summers after work to be outside, get fresh air, and enjoy the summer weather. Unless it was a weekend or a vacation, you might not have had the time to do the hobbies you enjoyed and take advantage of all that a nice…

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Inflation Finds its Way to Your Wallet Barnett Financial & Tax

Inflation Finds its Way to Your Wallet

July 25, 2022

There’s no doubt that people have been feeling the effects of inflation on their wallets. Everything from food to gas to home repair products seems to be increasing every day. Federal Reserve Chairman, Jerome Powell, is taking inflation very seriously, raising interest rates to combat the explosion of inflation. And although the moves have made an impact, the…

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Should You Care About Your Digital Life? Barnett Financial and Tax

Should You Care About Your Digital Life?

July 22, 2022

You might not rely on the internet or online services the same way a teenager or twenty-year-old might, and you may not identify as a “techy,” but you might be more technologically savvy and active online than you think. Retirees commonly use email and mobile smartphones and can be quite active on social media platforms. Even if that’s…

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