Barrett Financial Services, Author at Barrett Financial Services

Financial Planning Retirement Tax 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 Planning Long 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

Legislation Retirement

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

Barrett Financial Services

Why Long-Term Care is an Important Part of a Financial Plan

Why Estate Planning is About More Than Money

6 Key Features of Indexed Universal Life Insurance

Financial Freedom at Each Stage of Life

Are Weddings Worth the Money?

What To Do with Inherited Money

7 Ways SECURE Act 2.0 Could Affect Your Retirement

6 Ways to Protect Yourself From Financial Downturn

5 Common Mistakes to Avoid with Medicare

TWO LOCATIONS

1120 North 2nd St. El Cajon, CA 92021

2419 La Brucherie Rd, Suite 110 Imperial, CA 92251