X

Start typing and press Enter

Perspectives

Stay current

by signing up to receive Bartlett insights in your email inbox.

Market Commentary – April 2024

College Savings: Navigating 529s and Changes to FAFSA

One of the first questions I often get asked after clients welcome a new baby into their family is, “what is the best way to save money for their college education?” Not only are the baby’s parents interested in saving as much as possible for their child’s college education, but grandparents are often interested in…

Read More

What Gen X Women Need to Know to Get Ready For Retirement

Gen X women are now between the ages of 43 and 58, which means retirement is on the not-too-distant horizon for some of them. However, instead of looking forward to this phase of life, many women in this generation dread it. A 2019 study conducted by the Employee Benefit Research Institute found that members of…

Read More

Where can we help you go next?

Contact a member of the Bartlett team today.