Gretchen Smith

USAF Veteran Founder @CodeofVets From Pain to Purpose: Faith Discipline Veteran Leadership. Serving thousands.

[Gretchen Smith🇺🇸 @GretchenPSmith]

Football is the best of us🇺🇸🏈The lights🏈The fans🏈The noise🏈The players🏈

#America #Football

Name your favorite college team and NFL team.

Drop it here👇🏽🏈👇🏽

[Gretchen Smith @imGretchensmith]

Today is National Thoughtful Day, a relatively new observance created to encourage something timeless: intentionally letting other people know they matter. The idea began with simple gestures—a handwritten note, a small gift, remembering someone who could use a brighter day...

[Gretchen Smith @imGretchensmith]

What a day at the ballpark! ⚾🐯 One of our favorite things about Barnett Financial & Tax is that our relationships with clients go well beyond financial planning. Our annual Friends of the Family event gives us a chance to enjoy the friendships we've built over the years...

[Gretchen Smith @imGretchensmith]

@mindoverweaknes I love this post!

[Gretchen Smith @imGretchensmith]

Today is Women’s Equality Day.
From earning the right to vote to leading companies and opening doors for generations that follow, women have transformed what opportunity looks like in America.
Equality doesn’t mean identical paths, especially with retirement planning...

[Gretchen Smith @imGretchensmith]

What if your retirement had a compass?

What are people saying about True North by Rick Barnett?

Retirement isn’t simply about reaching a certain number in your account. It’s about knowing how to turn what you’ve built into income, freedom, purpose, and a legacy that lasts.

[Gretchen Smith @imGretchensmith]

Two powerful retirement-planning tools can save you $$$ on taxes: Strategic Roth contributions and Roth conversions. Learn more at a free seminar at the Steele Creek Library in Charlotte, NC on Aug. 26, 11 am.
Reserve your seat here:
https://t.co/OKXvuY58h1

[Gretchen Smith @imGretchensmith]

🏈 Retirement Is a Team Sport.

You wouldn’t expect a football team to win if the quarterback, offensive line, receivers, and running backs were all running different plays.

Your financial life shouldn’t work that way either...

[Gretchen Smith @imGretchensmith]

🎉 Happy Birthday to our amazing Tax Operations Manager, Miranda Graves! 🎂 Miranda keeps things running smoothly behind the scenes and is a key part of making sure our clients get the best tax service possible. We hope your day is as wonderful as you are! 🥳

[Gretchen Smith @imGretchensmith]

"Top 5 Ways to Save Money on Taxes in Retirement."
Want to learn more? Join us for our FREE “Save on Taxes in Retirement” seminar at the Steele Creek Library in Charlotte, NC on August 26 at 11 a.m. Reserve your seat here: https://t.co/OKXvuY58h1

[Gretchen Smith @imGretchensmith]

What if playing it too safe is the risk you didn’t plan for?
Americans have gained decades of life expectancy, while inflation has reduced the value of the dollar. That creates a challenge for retirement: your money may need to support you longer with rising costs....

[Gretchen Smith @imGretchensmith]

🇺🇸 Today is National Nonprofit Day — a day to celebrate one of America’s greatest traditions: generosity.
For generations, Americans have opened their hearts to feed the hungry, shelter the homeless, care for children, support veterans, rebuild communities after disaster...

[Gretchen Smith @imGretchensmith]

Your 18-year-old can still need Mom and Dad—even when the law says you can’t make their medical decisions.
Download your copy of our Healthcare Proxy guide here:
https://t.co/nplaUOes9Q
Make sure that, in an emergency, the person they trust can still be there to help.

[Gretchen Smith @imGretchensmith]

On August 14, 2009, 21-year-old Marine Lance Corporal Joshua M. Bernard was serving as point man during combat operations in Helmand Province, Afghanistan. He gave his life for his country, and won the Purple Heart... Honor a vet today.

[Gretchen Smith @imGretchensmith]

Most of us have a "junk drawer."

Batteries. Old chargers.��Keys we’re afraid to throw away because they *must* open something...

A lot of people have a financial junk drawer, too.

A 401(k) from an old employer. An IRA somewhere else. An annuity purchased from years ago...

[Gretchen Smith @imGretchensmith]

What you don’t know about taxes in retirement could cost you.

Join Rick Barnett, CEO, on Wednesday, August 26 at 11:00 AM at the Steele Creek Library in Charlotte, NC, for our "Saving on Taxes in Retirement" workshop. 
Reserve yours today at this link:
https://t.co/OKXvuY58h1

[Gretchen Smith @imGretchensmith]

Happy Birthday to our COO, Financial Planner, and Compliance Officer, Parker Barnett! 🎉

Please join all of us at Barnett Financial & Tax in wishing Parker a very Happy Birthday in the comments below! 🎂🎈

[Gretchen Smith @imGretchensmith]

Some journeys change the direction of your finances. Others change the direction of your life. In True North: How to Navigate Retirement, Financial Freedom, & a Lasting Legacy, Rick Barnett shares lessons learned through decades of helping families gain financial freedom...

[Gretchen Smith @imGretchensmith]

This week we're celebrating 2 years of Gage as part of the Barnett Financial & Tax team! As one of our Financial Planners, Gage brings knowledge, care, and genuine dedication to every client relationship. Thank you for all you do to help our clients work toward their goals.

[Gretchen Smith @imGretchensmith]

Happy birthday to Karen, our incredible Director of First Impressions! 🎉 From the moment someone walks through our doors, Karen's warmth and genuine care set the tone for everything that follows. Thank you for being such a bright light here at Barnett Financial & Tax.