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...
by BartleyFinancial | Dec 21, 2023 | Living Life
By Robert Bartley and The BF Team As the year draws to a close we tend to reflect on the current year and think about the next. We are SO thankful for YOU! We are grateful for the trust and confidence our clients have put in us. It is truly an honor to work with...
by BartleyFinancial | Dec 21, 2023 | Financial Planning, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2024 retirement account savings. How different will your retirement contributions look in 2024? Let’s take a look… IRA Contribution Limits have increased by $500 for 2024. If...
by BartleyFinancial | Nov 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley
Here’s our October Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick...
