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Barrett Capital Partners | Oct 1, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Barrett Capital Partners | Sep 29, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Joe Barrett | Sep 27, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Happy couple sitting in a park with their dog
Joe Barrett | Sep 24, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Man with glasses leaning against a wall
Joe Barrett | Sep 23, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Senior couple in a meeting with a financial professional
Joe Barrett | Sep 21, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Row of townhomes
Joe Barrett | Sep 20, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Joe Barrett | Sep 16, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Man sitting at a long table in front of a window. He is looking at his phone.
Joe Barrett | Sep 14, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Woman writing in a paper planner with a pen
Joe Barrett | Sep 13, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Grandmother and granddaughter knitting together
Joe Barrett | Sep 9, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Businesswoman looking at her phone
Joe Barrett | Sep 7, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Weymouth MA 02189

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E: Joe@BarrettCapitalPartners.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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