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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Millionaire Next Door Guide

Millionaire Next Door Guide
2022 Edition

DOWNLOAD!

Social Security Guide

Social Security 2022 Guide
Maximizing Social Security

DOWNLOAD!

5 Steps to Successful Retirement Planning Guide

5 Keys to
Retirement Planning

DOWNLOAD!

The Four Major

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!

2022 Tax Planning Guide

Tax Planning Guide
2022 Edition

DOWNLOAD!

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

DOWNLOAD!

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!