by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
by Joanne Tackes | Aug 1, 2019 | Financial Planning, Joanne Tackes, Taxes
Let’s talk about what QBI is and how it could apply to your rentals for a second… What is the Qualified Business Income (QBI) deduction and does it apply to rental income? One of the changes included in The Tax Cuts and Jobs Act of 2017 that is creating a...
by Joanne Tackes | May 24, 2019 | Financial Planning, Joanne Tackes, Taxes
Tax Planning and Donor-Advised Funds (DAF) for Charitable Giving According to the National Philanthropic Trust, the fastest-growing charitable giving vehicle in the United States is the donor-advised fund, accounting for 10.2% of all individual charitable giving in...
by Joanne Tackes | Aug 24, 2018 | Insurance, Joanne Tackes, Retirement
We plan for long-term care costs with our clients. It is a very important part of risk management for our client’s plan. Where we are Fee-Only advisors, we do not sell insurance or any products. We work with pre-screened insurance advisors — not salespeople. We are...
by Joanne Tackes | Nov 10, 2017 | Joanne Tackes, Retirement
At Bartley Financial Advisors we often assist our clients with the decision to retire. None of us at Bartley Financial Advisors have retired, but we feel like we’ve retired a hundred times! While finances play a major role in the decision to retire, there are many...
