by BartleyFinancial | Oct 2, 2024 | College Planning, Financial Planning
Saving for college is a major financial commitment and it’s important to make it part of your overall financial plan. While you might not need to cover the entire cost, thanks to scholarships, grants, and other resources, careful planning is key. Estimating the...
by BartleyFinancial | Aug 29, 2024 | CPA, Taxes
A critical, yet often overlooked, area of financial planning is tax planning. While the financial planning industry is starting to catch-up, Bartley Financial has made tax planning a core focus since inception. We really nerd out on tax stuff! We integrate tax...
by BartleyFinancial | Aug 21, 2024 | Financial Literacy, Living Life
National Public Data recently experienced a massive data breach involving over 2.9 billion records and there is a very good chance you are on the list! This USA Today article outlines the specifics of the breach and steps to protect your information. Pentester.com...
by BartleyFinancial | May 17, 2024 | Financial Literacy, Financial Planning
A single percentage point increase in mortgage rates can mean hundreds more in monthly payments and potentially hundreds of thousands more over the life of the loan. With today’s high rates, you should at least consider buying down your rate or negotiating with...
by BartleyFinancial | Feb 8, 2024 | Financial Planning, Investing
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
