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What’s the Difference Between ETFs and Mutual Funds?

Summer Planning Update: A Mid-Year Check-In

As the temperature heats up and kids get out of school for the year, we are all tempted to soak up the sun and turn our focus to play. Markets are notoriously slow during the summer months as clients and employees alike head out on vacation, but the financial planning team at Bartlett is hard…

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What is the Widow’s Penalty?

Early in a relationship with a widowed client, I received a confused phone call from her.  She had received a notice saying that her Medicare premium would be significantly increasing the following year, and she didn’t understand why.  Now that her husband was deceased, she was receiving less in social security and taking fewer withdrawals…

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Planning for Holiday Gift Giving (and Beyond!)

This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for.  One of the many things that I am personally thankful for is people’s willingness to share their blessings with others. I was the beneficiary of generosity at a pivotal time in…

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Leveraging the Tax Deadline Extension

The IRS recently announced the 2020 tax filing deadline extension to May 17, and many are taking advantage of the extension. Filing taxes is going to be quite different due to 2020’s unusual circumstances. In the past year, many either shifted to working remotely, started a business, or began freelancing for the first time. Having extra…

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Back to Basics: Top Tips for Managing Money in 2021 and Beyond

Like most other aspects of life, the financial landscape has been anything but typical over the past year. In light of the rocky ride we’ve all endured, it’s an opportune time to take a step back, take a deep breath, and take a good look at some of the elements essential to building your firm…

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