Financial Guides

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Financial Guides

At Barnett Financial & Tax, we believe everyone should be able to live the retirement they’ve always wanted. Check out some of our useful guides below, and don’t forget to request your complimentary, no-obligation financial review!

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SECURE Act 2.0 Guide

The SECURE Act 2.0 Guide
The Basics

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Millionaire Next Door Guide

Millionaire Next Door Guide


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Social Security Guide

Social Security 2023 Guide
Maximizing Social Security

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5 Steps to Successful Retirement Planning Guide

5 Keys to
Retirement Planning

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Inflation Guide

Retirement & Inflation
What to Know and How to Prepare

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Replacing Your Paycheck in Retirement

Replacing Your Paycheck
in Retirement

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5 to 55 Guide

Age 5 to 55
What Your Kids Need to Know

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2023 Tax Planning Guide

Tax Planning Guide
2023 Edition

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Pension Buyout Guide

Pension, Buyouts
& Retirement Income

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Ultimate 401k Guide

Ultimate 401(k) Guide
How to Take Control of your 401(k)

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Womens Retirement Guide

Women's Retirement Guide
Know Your Unique Needs

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Navigating the Secure Act

The SECURE Act
Helping You Navigate

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