Personal Finance: The Importance of Starting Early 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
Why Long-Term Care is an Important Part of a Financial Plan 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 Freedom at Each Stage of Life 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
Are Weddings Worth the Money? 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
What To Do with Inherited Money 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
6 Ways to Protect Yourself From Financial Downturn 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
7 Tips for Saving Money at the Pump 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
6 Facts About Taxes 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
5 Reasons to Consider Life Insurance 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
What To Do If You’ve Lost a Retirement Account 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