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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SECURE Act 2.0 Guide

The SECURE Act 2.0 Guide
The Basics

DOWNLOAD!

Millionaire Next Door Guide

Millionaire Next Door Guide


DOWNLOAD!

Social Security Guide

Social Security 2023 Guide
Maximizing Social Security

DOWNLOAD!

5 Steps to Successful Retirement Planning Guide

5 Keys to
Retirement Planning

DOWNLOAD!

Inflation Guide

Retirement & Inflation
What to Know and How to Prepare

DOWNLOAD!

Replacing Your Paycheck in Retirement

Replacing Your Paycheck
in Retirement

DOWNLOAD!

5 to 55 Guide

Age 5 to 55
What Your Kids Need to Know

DOWNLOAD!

2023 Tax Planning Guide

Tax Planning Guide
2023 Edition

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Pension Buyout Guide

Pension, Buyouts
& Retirement Income

DOWNLOAD!

Ultimate 401k Guide

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

DOWNLOAD!

Womens Retirement Guide

Women's Retirement Guide
Know Your Unique Needs

DOWNLOAD!

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!