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Money in the Bank: What You Need to Know Barnett Financial & Tax

How Safe is Your Money in the Bank Today?

May 1, 2023

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe is your money, really? Where is my money? First, let’s talk about how your bank actually stores your money. When you deposit your money…

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A Spring Cleaning Checklist Barnett Financial and Tax

A Spring Cleaning Checklist

April 28, 2023

As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Throw open the windows and let the sun in while you clean! A clean house can really help you to feel…

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Tax Tips for Married Couples Barnett Financial & Tax

Tax Tips for Married Couples

April 24, 2023

Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important factors to consider if you are filing taxes as a married…

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What to Look Forward to in Retirement Barnett Financial & Tax

What to Look Forward to in Retirement

April 22, 2023

Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Gardening One popular hobby for retirees…

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What if 1 Million Dollars Isn't Enough to Retire? Barnett Financial & Tax

What if 1 Million Dollars Isn’t Enough to Retire?

April 17, 2023

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” It’s a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much more about prediction than they are about facts and assurances, it can be hard…

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The Value of Doing Something in Retirement Barnett Financial & Tax

The Value of Doing Something in Retirement

April 14, 2023

When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might be smiling, sipping your coffee, thinking, “I’m finally done with that nearly life-long daily grind.” But the bliss of doing nothing—absolutely…

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Exploring The Difference Between an Investment and an Expense Barnett Financial and Tax

Exploring The Difference Between an Investment and an Expense

April 10, 2023

In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a return.[1][2] While the two ultimately have the same goal –to acquire a good or service—their intentions and outcomes differ. So, let’s…

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A Guide for New Photographers Barnett Financial & Tax

A Guide for New Photographers

April 6, 2023

Photography can be a great hobby to take up in your retirement. It’s a great way to encourage you to stop and smell the roses. With the advent of smartphones and advanced digital cameras, it can be very easy to point a camera at something and get an image you’re happy with. The computers in phones and cameras…

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Navigating Retirement as a High-Net-Worth Individual Barnett Financial & Tax

Navigating Retirement as a High-Net-Worth Individual

April 3, 2023

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments.[1] As an HNWI, you may not be too worried about depleting your…

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How to Start Creative Writing in Retirement Barnett Financial & Tax

How to Start Creative Writing in Retirement

March 31, 2023

Writing can be a great hobby to pick up in retirement. Maybe you’ve had an idea for a TV show for a long time, or you’ve always wanted to try writing a novel. Now can be a great time to start! The most important rule for writing is to just do it. This may seem like an obvious…

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