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Don’t Let These Hidden Costs Derail Your Retirement

When approaching retirement, the biggest concern tends to be, “Did I save enough?” And while that is certainly a valid question, many people make the mistake of being so consumed with savings they forget about the money they may wind…

Prepping for Tax Season

We have entered 2020 and with a new year comes a new set of laws to consider when planning for your taxes. While many of the sweeping reforms that were part of the Tax Cuts and Jobs Act of 2017…

Market Commentary ~ January 2020

Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that…

The SECURE Act: Financial Planning Challenges and Opportunities

It’s not very often that Congress passes sweeping legislative changes that affect retirement planning in a meaningful way, but that's exactly what happened when the SECURE Act was signed by President Trump last month. Most provisions of the Setting Every…

Bartlett's 2019 Year In Review

2019 was another banner year, and it’s all thanks to you!  This year, Bartlett Wealth Management: Experienced unprecedented growth, both in AUM and new employees;Earned regional and national recognition; Added to our growing list of advisory services;Deepened relationships between employees…

Kelley Downing Honored Among "Women Who Mean Business" in Cincinnati

On Dec. 5 at its annual luncheon celebration, the Cincinnati Business Courier recognized Bartlett Wealth Management president and CEO Kelley Downing among its “2019 Women Who Mean Business” honorees. (Click here to read more about the awards and profiles of…