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 important because over time, you can potentially accumulate more money with a tax-advantaged investment compared…

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…

Beware of Forecasts The last six months remind us of an old saying that stock market forecasting is like singing. Most of us should only do it in the shower, where nobody will hear us. The first quarter of 2019 was the best quarter in ten years, following a dreadful fourth quarter of 2018 climaxed…

The metaphors are many: Slow and steady wins the race. It’s a marathon, not a sprint. Little strokes fell great oaks. When it comes to maintaining wealth, these adages hold true. At Bartlett, we prefer to use a baseball analogy, “We aim for singles and doubles, not home runs,” emphasizing patience and well-researched “base hits”…