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!

Categories

Three Birthday Milestones That Could Change Your Tax Situation Barnett Financial & Tax

Three Birthday Milestones That Could Change Your Tax Situation

March 14, 2022

When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your retirement and tax…

Read More
How to Get Through the “Disenchantment” Phase of Retirement Barnett Financial and Tax

How to Get Through the “Disenchantment” Phase of Retirement

March 10, 2022

Everyone talks a lot about how to prepare for retirement financially, but often there is less focus on how to re-orient your life and mindset. Research shows that the way people feel about their retirements follows a u-shaped curve; first, people are quite positive, then not as much, and then are positive again. From the “honeymoon” phase of…

Read More
Will Your Savings Last for the Rest of Your Life? Barnett Financial & Tax

Will Your Savings Last for the Rest of Your Life?

March 7, 2022

Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how inflation can erode your savings over time and how to create a plan…

Read More
Don’t Fall for These Online Scams Barnett Financial & Tax

Don’t Fall for These Online Scams

March 4, 2022

Unfortunately, cyber security threats can increase during tax season,[1] and scammers tend to target older adults. Tax, Social Security, and retirement account scams can be financially devastating and very difficult to correct, so know how to avoid them. Awareness is crucial – don’t fall for these online scams. Tax Scams Phishing is a scam where criminals attempt to…

Read More
The Russia-Ukraine Conflict and Your Finances Barnett Financial & Tax

The Russia-Ukraine Conflict and Your Finances

March 1, 2022

Russia’s invasion of Ukraine could have major economic consequences around the world, including here in America.  After a tumultuous two years during the pandemic, the global economy faces new threats as a result of this conflict – spiking energy prices and inflation, supply chain disruptions, and market volatility. Our team of financial professionals constructs financial strategies designed to…

Read More
Tax Day Will Be Here Before You Know It Barnett Financial & Tax

Tax Day Will Be Here Before You Know It

February 28, 2022

Tax Day is April 18th this year, due to the Emancipation Day holiday in Washington D.C. on the 15th. This is a good time of year to review your finances and think about your long-term tax strategy. Tax Day will be here before you know it, so know these important tax terms and start thinking about how you’ll…

Read More
What’s Your Retirement Game Plan? Barnett Financial & Tax

What’s Your Retirement Game Plan?

February 25, 2022

Football fanatics spend hours learning about their team’s tactics, dynamics, and playing history. Those who pay attention don’t just notice how many wins their team has, but how they got to be so good. There’s a lot we can learn from football when it comes to retirement planning. For instance, you have to know how to adapt to…

Read More
Don’t Forget About Your Tax Bill Barnett Financial & Tax

Don’t Forget About Your Tax Bill

February 22, 2022

Before you know it, Tax Day will be here, so it’s best to start getting ready now. Beyond your tax bill this year, don’t forget about your tax bill in the future, even in retirement. Taxes don’t stop when you stop receiving a paycheck, and they could be one of your biggest expenses in retirement. You should understand…

Read More
Will You Get Happier As You Age? Barnett Financial & Tax

Will You Get Happier As You Age?

February 18, 2022

There’s no doubt that our culture often overlooks the benefits of aging. You may not have looked forward to getting older when you were younger, but now that you’re nearing retirement, you may have gained a different perspective. The fact is, many studies have found that happiness does increase with age.[1] There could be many reasons for getting…

Read More
How Do You Handle a Volatile Market? Barnett Financial & Tax

How Do You Handle a Volatile Market?

February 14, 2022

Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes than they did when they were younger. Leaving your financial well-being up to…

Read More

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!