Welcome to the BARNETT FINANCIAL LIBRARY


We’re here to help you feel confident in your financial future.

Useful 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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The Four Major

The Four Major
Retirement Challenges

DOWNLOAD!

5 to 55 Guide

Age 5 to 55
What Your Kids Need to Know

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5 Helpful Tax Planning Tips

Tax Planning
5 Helpful Tips

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5 Steps to Successful Retirement Planning Guide

5 Steps to Successful
Retirement Planning

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End of Year Checklist Guide

End of Year Guide
Your End of Year Checklist

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Pension Buyout Guide

Pension, Buyouts
& Retirement Income

DOWNLOAD!

401k Unemployment Survival Guide

401(k) Survival Guide
How to Take Control & Secure Your 401(k) When Leaving Your Job

DOWNLOAD!

Womens Retirement Guide

Women's Retirement Guide
Know Your Unique Needs

DOWNLOAD!

Navigating the Secure Act

The SECURE Act
Helping You Navigate

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2020 Election and Retirement Guide

The 2020 Election And Your Retirement
What does it all mean for you?

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Social Security Guide

Social Security 2021 Guide
Maximizing Social Security

DOWNLOAD!

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!