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
7 Ways SECURE Act 2.0 Could Affect Your Retirement 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
5 Common Mistakes to Avoid with Medicare 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
What is COLA, and How Does it Affect Retirement? 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 as a Risk in Retirement 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
How Annuities Offer Protection and Growth Potential 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
The Latest Facts About Social Security 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