by Robert Bartley | Dec 14, 2020 | Financial Planning
Financial gurus on TV or social media love to make the road to financial success sound like a straight and narrow path. Buy index funds, pack your own lunch, and forgo the $5 Starbucks latte – good advice for saving a few dollars here and there, but hardly the...
by Robert Bartley | Dec 8, 2020 | Investing, Markets
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 Note With Covid-19 there has probably never...
by Robert Bartley | Nov 16, 2020 | Financial Planning
In 2019, a survey conducted by SCORE, a network of volunteer business mentors, found that 28% of businesses with fewer than ten employees offered small business retirement plans. Of those with 25 to 49 employees, that figure rose to only 63%. Twenty-two percent of the...
by Robert Bartley | Nov 3, 2020 | Financial Planning, Retirement
Signed into law late last year, the SECURE Act aims to incentivize small businesses to offer tax-advantaged retirement plans and workers to sign up for them. An acronym for ‘Setting Every Community Up for Retirement Enhancement’, the SECURE Act not only makes it...
by Robert Bartley | Oct 26, 2020 | Financial Planning, Taxes
The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2020 tax bill, no matter whether you live in Massachusetts or New Hampshire. Read on for some strategies you can implement before we ring in the new year. Timing of...
