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How Much Value Does Your Financial Advisor Add? (Hint: It’s probably more than you think.)

Like most big tasks in life, when it comes to creating a financial plan, it’s always best to enlist the help of a professional. And as research and conventional wisdom shows, working with a financial advisor can result in a…

Five Ways to Practice Self-Care in Your Financial Life

“Self care” is a buzz phrase we hear a lot these days, and in general it involves taking steps to reduce stress and optimize wellness, with examples that include limiting screen time, using PTO, and practicing meditation. At Bartlett Wealth…

Your Year-End Tax Planning Checklist

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. The largest tax-reform package since 1986 was passed at the end of 2017, and it has changed some conventional thinking…

How to Choose an Investment Advisor Who Will Act in Your Best Interest

Whether you’re approaching mid-career, eyeing retirement, or determining how to preserve and grow wealth for future generations, financial goals all have one thing in common: They’re easier to achieve if you have the right help. A strong wealth management partner…

Your End-of-Year Charitable Giving Guide

The “giving season” is almost here, and your thoughts may be turning to families and organizations in need that could benefit from your generosity. Among the many reasons to engage in charitable giving, it’s a great way to reduce tax…

7 Financial Steps to Take Before You Get Married

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation. And…