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LET OUR PASSION GUIDE YOUR FINANCIAL INDEPENDENCE
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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It's important to understand how inflation is reported and how it can affect investments.
There are four very good reasons to start investing. Do you know what they are?
Three important factors when it comes to your financial life.
What kind of auto insurance should you have? Do you know?
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Check out this video to begin separating fact from fiction.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?