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3 Major Retirement Expenses to Include in Your Budget Barnett Financial and Tax

3 Major Retirement Expenses to Include in Your Budget

April 18, 2022

General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs are easily overlooked – but these expenses could be high. When creating your retirement budget, don’t forget to include these three expenses. Taxes: How Much Will You…

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Is the Best Yet to Come? Barnet Financial & Tax

Is the Best Yet to Come?

April 15, 2022

Some of the most successful people are late bloomers – they did their most significant work later in life, sometimes after completing an entirely different career. There’s no telling what you might accomplish in your later years. Maybe the best is yet to come for you! Ina Garten Before Ina Garten became one of the best-known celebrity chefs…

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Rising Interest Rates and High Inflation – How Will You Respond? Barnet Financial & Tax

Rising Interest Rates and High Inflation – How Will You Respond?

April 11, 2022

The Federal Reserve voted to raise interest rates for the first time since 2018 and has several more rate hikes planned for this year.[1] Rising interest rates can have significant effects on the economy and your finances. Between a volatile market, high inflation, and rising interest rates, know how you’ll respond. The Federal Reserve Raising Interest Rates for…

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How Do You Know When You’re Truly Ready to Retire? Barnett Financial & Tax

How Do You Know When You’re Truly Ready to Retire?

April 8, 2022

You may have heard that Tom Brady retired from the NFL. You may have also heard that his retirement lasted about 40 days and that he will now be playing another year for the Tampa Bay Buccaneers. He’s not the only person to go back on their retirement. However, it can be harder for many people to return…

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3 Important Tax Questions to Answer This Year Barnett Financial and Tax

3 Important Tax Questions to Answer This Year

April 4, 2022

As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation could change as you near and enter retirement. Here are three important tax questions to answer this year. Why May I Need to…

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Junk or Treasure? Tips for Decluttering Your Home Barnett Financial & Tax

Junk or Treasure? Tips for Decluttering Your Home

April 1, 2022

If you’ve lived in the same place for many years, it’s likely that you’ve accumulated some treasures, as well as some junk. It can be hard to distinguish between the two, especially if you’re prone to holding onto things. If you need to clear some space, consider these tips for decluttering your home. Focus on One Area at…

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Estimating Your Tax Burden in Retirement Barnett Financial & Tax

Estimating Your Tax Burden in Retirement

March 28, 2022

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions If you have a private…

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It’s Time to Re-Frame the Way We Think About Aging Barnett Financial & Tax

It’s Time to Re-Frame the Way We Think About Aging

March 25, 2022

It’s common to hear people complain about getting older, but aging isn’t all bad. A positive attitude towards aging can go a long way towards finding happiness in retirement. There are plenty of things that get better with age, like a fine wine, so why not you too? Here are some wise words that can help us re-frame…

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Why We Could See More Inflation and Market Volatility Barnett Financial Group

Why We Could See More Inflation and Market Volatility

March 21, 2022

As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices, inflation, and a volatile market. Know how you could be affected and what strategies you can pursue to…

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Don’t Procrastinate During Tax Time Barnett Financial & Tax

Don’t Procrastinate During Tax Time

March 18, 2022

Tax Day is April 18th, not the 15th, due to Washington D.C.’s Emancipation Day holiday, so you have a few more days to file your taxes or file for an extension this year than you might have expected. But the 18th will be here before you know it, so don’t procrastinate during tax time this year! Get Organized…

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