Barnett Financial & Tax

06/05/2026

Nobody gets married expecting a divorce.
Nobody raises a child expecting tragedy.
Nobody wakes up expecting life to change forever.
But eventually, life happens. Our faith is challenged. Our dreams must shift with unforeseen tragedies that unravel us emotionally...
Sometimes we need help.
This 30-second story is for anyone who's ever had their plans rewritten.

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06/03/2026

If your financial advisor's office has a ring light, a rented Lamborghini, and the words "secret wealth hack" in the bio... proceed with caution.

Retirement planning is complicated enough without taking advice from someone trying to sell a $97 course.

06/02/2026

This week marks the birthday of Marilyn Monroe, one of the most recognizable figures in American history. Decades after her passing, her name, image, and legacy continue to generate value around the world.

Yet Marilyn's story reminds us that building wealth and creating a legacy are not always the same thing. What happens to your assets, your family, and the things you care about most depends on the planning you put in place while you're still here. As the video reveals, I doubt Marilyn would have wanted her legacy to be exploited by people she didn't know as it has been.

Estate planning is not just for celebrities. It is for anyone who wants to provide clarity, protect loved ones, and help ensure that what they worked hard to build is passed on according to their wishes.

At Barnett Financial & Tax, we believe financial planning, tax strategy, and estate planning work best when they work together. That's part of what we like to call "The Barnett Advantage."

Experience it.

05/30/2026

This year marks Parker Barnett's 8th anniversary with Barnett Financial & Tax. What makes the milestone even more special is that Parker's journey began working alongside his father, founder and CEO Rick Barnett, and has grown into a leadership role helping serve families across the country, especially his community of Grand Blanc, Michigan.

For us, financial planning has never been just about numbers. It's about helping people navigate life's biggest decisions with honesty, compassion, and a commitment that lasts for generations.

Please join us in congratulating Parker on eight years of dedication, leadership, and service. We are grateful to have him as part of the Barnett Financial & Tax family.

05/28/2026

On May 26, 1896, the Dow Jones Industrial Average was born with just 12 companies.

Wars, recessions, political chaos, inflation, bubbles, crashes, and countless predictions of “the end” have come and gone since then. Yet over time, the market has continued to reward patience, discipline, and long-term thinking.

History reminds us that panic is temporary, but progress tends to endure.

That doesn’t mean volatility feels good in the moment. It means perspective matters.

The investors who often struggle most are not always the ones with the worst investments, but the ones who make emotional decisions during uncertain times.

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05/26/2026