It is easy to generalize or even joke about couples with a significant age difference. But when it comes to strategic financial planning for the future, age gaps are no laughing matter. There are a lot of financial considerations for couples separated in age by 10 or more years. They first need an experienced advisor…

When you consider your investment portfolio, you ultimately want to choose companies that, over the long term, are going to do well. But have you considered whether the companies you invest in might also do some good? The concept of building wealth while making a positive social impact has grown significantly over the last decade….

Nonprofit investing can be especially complex. Of all the challenges facing nonprofit foundations and endowments, issues surrounding finances and investing are especially hard. In the last decade, many nonprofits have experienced funding cutbacks. Even those whose funding has remained stable are finding that money has to go further to meet increased client loads and demands…

Did you know April is National Financial Literacy Month? With last year’s tax returns (hopefully!) wrapped up, it’s an ideal time to take a fresh look at your financial know-how. If you’re working with a wealth management professional like the Bartlett team, you probably already have a grasp of basic money matters. But what about…

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now. You can still take steps to improve your bottom line for the 2017 tax…