In the News


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Barnett Financial in the news!

The financial advisors at Barnett Financial & Tax contribute their financial and professional insights to well-known publications and media outlets on topics that matter to you. Click below to read some of our featured articles and view our videos.

Property-Tax Issues: Getting Your Money Back
- Grand Blanc Living Magazine (February 2021):

The Michigan Supreme Court recently decided a case, determining that it is unconstitutional for Michigan’s county treasurers to retain the surplus funds from the sales of properties, having been foreclosed on due to delinquent taxes.

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Tax and Retirement Planning
- Grand Blanc Living Magazine (February 2021):

Taxes play a starring role in the theater of retirement planning. Everyone is familiar with taxes (you have been paying them your entire life), but not how to make tax planning a part of their retirement strategy.

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The Risks of Long-Term Care and Probate
- Grand Blanc Living Magazine (October 2020):

You have worked hard to build your nest egg, now lets plan to protect it. Morningstar, Christine Benz, published an article entitled “75 Must-Know Statistics about Long-Term Care,” that highlighted the sad fact that 52% of people turning 65 or older will require some type of long-term care in their lifetimes, for an average of 2.5 years for women and 1.5 years for men.

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Medicare Planning Equals Successful Retirement Planning
- Grand Blanc Living Magazine (October 2020):

Medicare is the United States national health insurance program to which all Social Security recipients who are either over 65 years of age or permanently disabled are eligible.

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To Maximize Your Social Security Benefits, First Do Your Homework: - Kiplinger

When to claim Social Security is a big question, but it is not the only one you will need to answer to get the most out of your benefits.

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A Retirement Plan Requires Strong Legs to Stand On - Kiplinger:

Older Americans may fondly recall a time when retirements were financed with a three-legged stool of income sources: employee pensions, Social Security and personal savings and/or investments.

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Start Early and Keep Building Good Money-Management Habits - Kiplinger:

Many parents just wing it with their finances. They may be getting away with it for now, but their kids likely won’t. So, here’s how parents can help their kids start saving for retirement earlier than they did.

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Maximizing Social Security
- Grand Blanc Living Magazine (August 2020):

Social Security planning is often the biggest part of Retirement Income Planning. Like many Americans, you will rely on your Social Security Benefits for a portion of your retirement income. This means you need to determine the amount you can get that will compliment your other income-producing assets.

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Planning for Retirement During Uncertain Times
- Grand Blanc Living Magazine (June 2020):

Whether you are planning to retire or already there, your retirement income doesn’t have to be uncertain. By getting a clear picture of where your finances stand and creating a plan that takes worst-case scenarios into account, you can feel confident about retirement.

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Meet The Barnetts
- Grand Blanc Living Magazine (May 2020):

Get to know Rick, Leah and the rest of the Barnett family by clicking here. Learn more about their family background, passions, and commitment to their surrounding community.

"Leah and I met on Match.com in 2002. That was back in the day when Match.com was the only dating sight and wasn’t as popular or “main stream” as it is today."

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Tips For Having A Secure Retirement
- WNEM (November 2019):

A life filled with rewards and relaxation is what most people want from retirement. But the challenge is how to achieve it, especially if you're getting a relatively late start. Some millennials are drastically saving money to retire early using the F.I.R.E method, an acronym that stands for Financial Independence and Retire Early.

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A Retirement Plan Requires Strong Legs to Stand On
- Kiplinger (August 2019):

Older Americans may fondly recall a time when retirements were financed with a three-legged stool of income sources: employee pensions, Social Security and personal savings and/or investments.

But now many, if not most, of those defined-benefit pensions are gone, leaving us with a wobbly, two-legged stool.

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Start Early and Keep Building Good Money-Management Habits
- Kiplinger (September 2018):

People often ask Rick Barnett when they should start working with a financial professional or, at least, start putting together a plan to ensure a more secure future. Of course, there’s no one right answer. He tell his prospective clients that sooner is better than later, but later is better than never.

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2013 Launch Date for Next Advisory Group
- PR Web (March 2013):

Barnett Financial & Tax CEO Rick Barnett had noticed in his years in the financial industry that adequate training and support was hard to find. He decided to do something about it by starting his own Insurance Marketing Organization to give producers a path and a means to a successful practice, like his Financial Services Firm in Grand Blanc, Michigan.

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