Barnett & Associates Insurance and Financial Services

05/19/2023

Families taking care of families!

04/19/2023

11/28/2022

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

11/25/2022

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

11/23/2022

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

11/21/2022

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

11/18/2022

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

11/16/2022

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

11/14/2022

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

11/11/2022

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

11/09/2022

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

11/07/2022

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.