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
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
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
RetirementSocial Security What is COLA, and How Does it Affect Retirement? The COLA on Social Security is projected to increase benefits by more than 10%. How…Barrett Financial Services2022-08-12
Inflation RiskRetirement Inflation as a Risk in Retirement Inflation can be troubling, especially for those living on a fixed income. Here’s what you…Barrett Financial Services2022-07-20
Financial LiteracyRetirement How Annuities Offer Protection and Growth Potential National Annuity Awareness Month is upon us! Let’s go over how annuities can be an…Barrett Financial Services2022-06-16
RetirementRetirement NewsSocial Security The Latest Facts About Social Security On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients…Barrett Financial Services2021-12-02