The season will undoubtedly look a little bit different this year, but ready or not, the holidays are approaching. Are your budget and bank account ready for the expenses associated with spreading cheer? The best thing you can do to get ready for the holidays – particularly from a financial perspective – is to sit…

As we enter the season of giving, charitable giving often comes to mind. Many of us are compelled to make a financial contribution to an organization or cause – both for the good it can do in the world and for the potential tax benefits it can provide.  But how can you be sure your…

Anyone who has checked on their 401k recently knows these accounts have not been immune to the market volatility caused by the COVID-19 crisis. It can be unsettling to stand idly by as you watch your hard-earned savings take a hit. Like a ship tossed about the sea during a storm, you may feel you…

The news surrounding financial markets during this time of global pandemic has been unsettling, to put it mildly. Still, these challenging times can present advantageous financial planning opportunities that might otherwise go unnoticed. Bartlett’s team of certified financial planners are diligently working to make recommendations to clients’ plans to reflect these opportunities. We have identified…

Earlier this year, we shared our top tips for preparing for your 2019 income taxes. Well, the world has changed since then and so have tax laws. While the new conditions for 2019 tax returns we shared previously will mostly still apply (click here to revisit those), there are a number of new provisions in…