Sort by:

Divorce Is Painful, but Your Financial Advisor Can Make It Bearable

While it’s true that 40 to 50 percent of all marriages end in divorce, very few people go into it with that mindset. When you also consider the fact that most divorces occur between the ages of 55 and 64…

Know Before You Go: Your Financial Pre-Travel Checklist

You probably know some of the more common ways to secure your finances before leaving town — things like exchanging currency and notifying your bank. But at Bartlett, we can think of a few more in-depth tasks to check off…

Adulting Doesn’t Have to Be Hard: Savings & Spending Tips for Millennials

A 2018 report from Bank of America revealed that one in six millennials — those born between 1981 and 1996 — is sitting on $100K or more in savings. Impressive, right? That is until you consider other surveys by LendEDU…

Protecting Your Loved Ones from Elder Financial Abuse

In more than 20 years spent working in the financial industry, I’ve learned a lot about how to build and maintain wealth, as well as how to protect against threats. Unfortunately, and especially in the digital age, no one is…

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…