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Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). That, combined with the knowledge and experience of the key team members of BWA, provides our clients with the necessary tools for Financial Independence.
As part of an independent firm, our professionals value a strategic and independent approach to proper financial services and wealth strategies. With today’s economical environment becoming more challenging, our collective knowledge base of research, risk management strategies, and industry experience provides our clients with the necessary foundation to help pursue their personal and business goals.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
When you’re married and have children, insurance needs will be different.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This article may help you maximize the benefits of your donation for your chosen charity.
Here are five facts about Social Security that are important to keep in mind.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
What are your options for investing in emerging markets?