Beware the Hidden Perils of Running a Family Business
Owners of a family business know it’s almost impossible to separate the family from the business. At Bartlett, we offer strategic wealth management...
November 4, 2019 / Entrepreneurs
Consider This Before Delaying Retirement for Your Kids’ College
With college enrollment just around the corner, many parents are wondering how they will shoulder not just the financial burden of tuition, but also provide...
September 26, 2019 / Families
Let’s Talk about Your Reasons for Buying a Vacation Home
Whether it’s a rustic cabin, seaside cottage, or trendy urban loft, vacation homes offer an alluring prospect. But as with any major investment, there...
August 22, 2019 / Families
Financial Checklist for a Surviving Spouse
Very few painful life events can compare to losing a spouse. The emotions you’re experiencing can be overwhelming and oftentimes can be accompanied by...
June 26, 2019 / Families
Beyond 529 Plans: More Tax-Advantaged College Saving Strategies
As parents identify ways to save for college, it is important to know that all strategies are not created equal. The best savings vehicles offer special...
May 30, 2019 / Families