Steps you take when you’re starting out can make a big difference in your financial future.

Financial planning for young adults isn’t a straight line, said an advisor who works with multigenerational clients.

As the temperature heats up and kids get out of school for the year, we are all tempted to soak up the sun and turn our focus to play. Markets are notoriously slow during the summer months as clients and employees alike head out on vacation, but the financial planning team at Bartlett is hard…

Annuity providers will tell you their products are the only way to guarantee lifetime retirement income, outside of Social Security and a defined benefit pension. While that may be true, the promises and potential are frequently misrepresented or misunderstood. Advisors need a realistic grasp of exactly how and where annuities can best fit in a…

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…