by Joanne Tackes | Jun 8, 2026 | Joanne Tackes, Living Life, Retirement
Dear Clients,After nearly 20 years with Bartley Financial, I have traded in tax returns and spreadsheets for more leisure time. It has been a profound privilege to be a member of the Bartley team and to have been allowed to collaborate with you on...
by Joanne Tackes | Dec 23, 2025 | Financial Planning, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2026 retirement account savings. How different will your retirement contributions look in 2026? Let’s take a look… IRA Contribution Limits have increased. If you are under...
by Joanne Tackes | Dec 20, 2024 | Financial Planning, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2025 retirement account savings. How different will your retirement contributions look in 2025? Let’s take a look… IRA Contribution Limits remain the same for 2025. If you...
by Joanne Tackes | Dec 5, 2024 | Financial Planning, Joanne Tackes, Retirement
Passed by Congress on December 23, 2022, The SECURE 2.0 Act of 2022 is an important piece of legislation aimed at expanding retirement plan coverage for the American workforce and at increasing retirement savings. It follows the SECURE Act which was enacted in 2019...
by Joanne Tackes | Oct 2, 2024 | Estate Planning, Financial Planning, Joanne Tackes
If you are like many diligent property owners, you have worked with an attorney to create a plan for transferring assets after your death. This often involves the formation of a revocable living trust which allows you to retain ownership and control of your assets...
