You probably know some of the more common ways to secure your finances before leaving town — things like exchanging currency and notifying your bank. But at Bartlett, we can think of a few more in-depth tasks to check off before check-in, whether you’re going to a weekend wedding or on a six-month sabbatical. Here…

“Self care” is a buzz phrase we hear a lot these days, and in general it involves taking steps to reduce stress and optimize wellness, with examples that include limiting screen time, using PTO, and practicing meditation. At Bartlett Wealth Management we believe few things bring peace of mind like financial well-being. That’s why there’s…

Whether you’re approaching mid-career, eyeing retirement, or determining how to preserve and grow wealth for future generations, financial goals all have one thing in common: They’re easier to achieve if you have the right help. A strong wealth management partner can bring your financial vision into focus, and while firm reputation and personal chemistry go…

The “giving season” is almost here, and your thoughts may be turning to families and organizations in need that could benefit from your generosity. Among the many reasons to engage in charitable giving, it’s a great way to reduce tax burden while doing some good in the world. If you’re on the fence about it,…

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will impact your financial situation. And while there are a number of issues you’ll need to think about, careful financial planning…