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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.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
To choose a plan, it’s important to ask yourself four key questions.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
What’s the deal with your yearly free credit report?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Savvy investors take the time to separate emotion from fact.
Have you explored all your options when it comes to managing your taxable income?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Do you know how to set up your financial goals for success? This knight does.