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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…

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…

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 advice for families whose wealth spans beyond three generations—and in many cases, that wealth comes from a…

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, business owners must constantly think about the future and what lies ahead, including deciding…

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 housing, transportation, social activities, and other living expenses for their not-quite-grown children. According to a…