Rick Barnett
Rick Barnett is Founder and CEO of the Barnett Companies, a comprehensive advisory company encompassing retirement planning (through Barnett Financial & Tax); institutional investing (through its affiliated RIA firm, Wealth For You Financial); tax planning, preparation, bookkeeping and payroll services (through Barnett Tax Group); and Barnett Estate Planning, providing estate document preparation in all 50 states.
The firm maintains offices in Michigan and North Carolina and serves clients in multiple states around the U.S.
Rick has provided thought leadership and education to thousands of people over three decades, providing financial education workshops (through his educational organization, Financial Leadership University) and hosting the radio program The Barnett Financial Hour over seven years.
He's the author of the No. 1 bestseller True North: Navigating Retirement, Financial Freedom and a Lasting Legacy. And he's an ongoing contributor to Kiplinger.
Rick and his wife, Leah, live in Charlotte, North Carolina, and have four adult children.
Latest articles by Rick Barnett
-
How to Structure Retirement Income to Tamp Down TaxesFrom Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
By Rick Barnett, CEPP, CFCA, MEP
-
Is Inflation Costing You More as a Retiree?Inflation Higher prices can sting retirees harder than others for a number of reasons, but there are a few specific types of investments that can help ease the pain.
By Rick Barnett, CEPP, CFCA, MEP
Inflation -
How to Retire Well During Difficult Timesretirement planning When the financial environment is challenging (like now), it’s important to plan ahead and avoid some all-too-common retirement mistakes.
By Rick Barnett, CEPP, CFCA, MEP
retirement planning -
To Maximize Your Social Security Benefits, First Do Your Homeworksocial security When to claim Social Security is a big question, but it is not the only one you will need to answer to get the most out of your benefits.
By Rick Barnett, CEPP, CFCA, MEP
social security -
A Retirement Plan Requires Strong Legs to Stand OnMaking Your Money Last If your retirement "stool" has only two legs (Social Security and personal savings), they'd better be extra sturdy. Be sure to shore them up with strong planning.
By Rick Barnett, CEPP, CFCA, MEP
Making Your Money Last -
Start Early and Keep Building Good Money-Management Habitssavings Many parents just wing it with their finances. They may be getting away with it for now, but their kids likely won't. So, here's how parents can help their kids start saving for retirement earlier than they did.
By Rick Barnett, CEPP, CFCA, MEP
savings
