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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...
February 20, 2020 / Financial Planning
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...
February 6, 2020 / Financial Planning
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...
January 8, 2020 / Financial Planning
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
Business Owners: Here’s Why Exit Planning Is Crucial for Future Success
Owning a business can be exhilarating and fulfilling, but it is not without its challenges. In addition to working hard to grow the business each day,...
October 25, 2019 / Entrepreneurs