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
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
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
Financial Planning 7 Tips for Saving Money at the Pump Gas prices are on the rise. Here are some ways to save a little bit…Barrett Financial Services2022-04-19
Financial PlanningTax Planning 6 Facts About Taxes Individual income tax returns for 2021 will be due April 18th, 2022. In preparation as…Barrett Financial Services2022-02-28
Financial PlanningInsurance 5 Reasons to Consider Life Insurance Is your family using life insurance in the right ways as part of your comprehensive…Barrett Financial Services2021-12-02
Financial PlanningRetirement News What To Do If You’ve Lost a Retirement Account A recent study found that the problem of “forgotten 401(k)” and pension accounts is widespread,…Barrett Financial Services2021-11-29