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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 concerns over your future financial security. You may be wondering… Who should I contact first? How…

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 tax advantages if the funds are used to pay for college. Tax-advantaged strategies are…

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…