We have entered 2020 and with a new year comes a new set of laws to consider when planning for your taxes. While many of the sweeping reforms that were part of the Tax Cuts and Jobs Act of 2017 were implemented last year, a few things will apply for the first time when you…

It’s not very often that Congress passes sweeping legislative changes that affect retirement planning in a meaningful way, but that’s exactly what happened when the SECURE Act was signed by President Trump last month. Most provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect January 1, 2020 and includes…

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 soon do I need to change our information for our financial accounts? Where will my…

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 — just as many are looking forward to the “golden years” of retirement — it’s…

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 before check-in, whether you’re going to a weekend wedding or on a six-month sabbatical. Here…