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...
by BartleyFinancial | May 14, 2020 | Community, Living Life
We had a great experience helping out one of our favorite local charities recently! We wanted to show support and appreciation to the heroes on the front lines at Families in Transition – New Horizons (FIT) and support a local business. These heroes at Families...
by BartleyFinancial | Apr 1, 2020 | Financial Planning, Markets, Robert Bartley
Answers For Your Stimulus Package Questions Are you confused, and have no clue how the stimulus package applies to you, especially as a business owner and someone who’s self-employed? Our team of CPA’s and CFP’s geeked out on the law (some guidance...
