Financial PlanningRetirementSocial SecurityTax Planning Personal Finance: The Importance of Starting Early Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your…Barrett Financial Services2024-08-01
Financial PlanningLong Term Care Why Long-Term Care is an Important Part of a Financial Plan It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance…Barrett Financial Services2023-11-28
Estate Planning Why Estate Planning is About More Than Money October is National Estate Planning Awareness Month! Here’s how the right plan can help you…Barrett Financial Services2023-10-26
Insurance 6 Key Features of Indexed Universal Life Insurance Indexed universal life insurance is a type of permanent life insurance that offers different benefits…Barrett Financial Services2023-09-25
Financial Planning Financial Freedom at Each Stage of Life What does financial freedom mean to you? It could give you the opportunity to pursue…Barrett Financial Services2023-08-30
Financial Planning Are Weddings Worth the Money? While so many people dream of their special day, it’s worth asking the question: Is…Barrett Financial Services2023-05-31
Financial Planning What To Do with Inherited Money Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here…Barrett Financial Services2023-03-29
LegislationRetirement 7 Ways SECURE Act 2.0 Could Affect Your Retirement SECURE Act 2.0 was signed into law at the end of 2022. Here are a…Barrett Financial Services2023-02-24
Financial Planning 6 Ways to Protect Yourself From Financial Downturn Though the United States may avoid a full-fledged recession, it’s undoubtedly a difficult time to…Barrett Financial Services2023-01-31
Retirement 5 Common Mistakes to Avoid with Medicare Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment…Barrett Financial Services2022-12-01