Brad M. Barrett, CFP®

Maximize your savings with tax-deferred retirement accounts like 401(k)s and traditional IRAs! 💰 Contributing to these plans not only reduces your…

Shared by Brad M. Barrett, CFP®

Did you know that not all Social Security benefits are subject to federal income tax? Depending on your provisional income, you might have to pay…

Shared by Brad M. Barrett, CFP®

Not all debts are the same - they vary in interest rates, payment terms, and flexibility. Make informed decisions based on the specifics of your…

Shared by Brad M. Barrett, CFP®

During market turbulence, a good advisor's value lies in behavioral coaching. They counsel, listen, and guide you on YOUR financial path…

Shared by Brad M. Barrett, CFP®

Did you know that the S&P 500 has averaged a 9.65% return annually over the last 30 years? If you had invested in it and forgotten about it, you…

Shared by Brad M. Barrett, CFP®

Choose wisely: $1 million today or a doubling penny for 30 days? Einstein called compound interest the 8th wonder of the world.

Shared by Brad M. Barrett, CFP®

Embrace every stage of your journey and contribute consistently with discipline. Fall in love with the process.

Shared by Brad M. Barrett, CFP®

Wise words on investing for the long term! 📈 Remember, trying to get rich quick can often lead to staying broke. Seek advice, be cautious, and keep…

Shared by Brad M. Barrett, CFP®

Investing tip: It's not about timing the market, but time in the market. Jumping in and out can cost you money. #InvestingTips #Mindset

Shared by Brad M. Barrett, CFP®

Don't chase past performance in investing! 🚫💰 Focusing solely on what has done well in the past can cause you to miss out on future opportunities…

Shared by Brad M. Barrett, CFP®

Planning and discipline are key when it comes to investing! 💸 Make sure to hold true to your plan, continually update it with your advisor, and…

Shared by Brad M. Barrett, CFP®

Shared by Brad M. Barrett, CFP®

Did you know the federal income tax we pay today was made possible by the 16th Amendment to the US Constitution? It was passed by Congress in 1909…

Shared by Brad M. Barrett, CFP®

When it comes to managing debt and cash, always prioritize paying off high-interest debt first before investing. Just like in golf, adjust your…

Shared by Brad M. Barrett, CFP®

Did you know that before 1971, banks could only print currency equivalent to the amount of gold they had? The US dollar was taken off the gold…

Shared by Brad M. Barrett, CFP®

Stop sitting on cash! Inflation is high, you're getting wrecked. Put your money to work and start making returns now.

Shared by Brad M. Barrett, CFP®

Take advantage of financial opportunities and think about maximizing your savings. Learn more about making your money work smarter for you!

Shared by Brad M. Barrett, CFP®

Did you know? The United States currently has nearly 22 million millionaires, the highest in its history. In the past four years alone, this number…

Shared by Brad M. Barrett, CFP®

Don't let money grip your heart. Your worth is not defined by your wealth. What would you be without money?

Shared by Brad M. Barrett, CFP®

The weight of currency is lighter than you think! One pound of currency equals $450 in $1 bills. And a stack of bills 1 mile high? Over $14.5 million!

Shared by Brad M. Barrett, CFP®