by Robert Bartley | Dec 31, 2017 | Markets, Robert Bartley
Everyone at BFA is, and I am sure that you are also grateful for a fantastic year in the stock market in 2017! Let’s hope the momentum continues. We would love to continue to stay on offense. As always, we are poised to switch to defense when it is necessary. The...
by Robert Bartley | Dec 27, 2017 | Robert Bartley, Taxes
WHAT TO DO BEFORE YEAR-END Pay/Prepay* (if not subject to AMT**) BEFORE 12/31/2017: Real estate taxes if you pay by check (not escrowed) (limited to $10k in 2018) State income tax via estimates or extra withholding on your bonus (limited to $10k in 2018) Miscellaneous...
by Kim Hoye | Dec 12, 2017 | Investing, Kimberly Hoye
In case you’re hesitant about requesting this as a gift for your kids, or giving it as a gift to your loved ones, I wanted to calm your mind about some of the most common fears about 529 plans and give you some information that might help convince you that they are a...
by Bianca Roberts | Dec 10, 2017 | Bianca Roberts, Living Life
I recently experienced a rare treat! Our oldest daughter, Luciana, had to prepare her fourth-grade project for Ellis Island Day. This involved writing a journal describing what it was like for an immigrant to make the lengthy journey to United States, during the...
by Robert Bartley | Dec 9, 2017 | Inner Health, Robert Bartley
“Tell me and I forget. Teach me and I remember. Involve me and I learn.”- Ben Franklin 1) Life is worthwhile if you LEARN. What you don’t know WILL hurt you. You have to have learning to exist, let alone succeed. Life is worthwhile if you learn from...
by Robert Bartley | Nov 12, 2017 | Living Life
Bartley Financial Advisors recently sponsored and volunteered at the Families in Transition 6th Annual Wicked FIT Run to “chase away homelessness” this past October. Over $42,000 was raised to enable FIT to provide housing and services to homeless...
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...
by Robert Bartley | Nov 9, 2017 | Relationship Health
In this new millennium, we’re in the midst of a debate over what is the most important invention or piece of information gained over the past century. What we will remember are the incredible changes we’ve experienced in all aspects of our existence....
by Kim Hoye | Oct 17, 2017 | Kimberly Hoye, Living Life
My family hosted our sixth annual Halloween costume party this past weekend and as always, had the best time! Having the opportunity to gather our friends, family, and neighbors all together and getting a little silly/scary with our costume contest and of course the...
by Robert Bartley | Oct 16, 2017 | Quarterly Update, Robert Bartley
It has been a great year so far in the markets! We have certainly enjoyed this nice run since last November. Let’s hope it continues. We won’t complain about the good fortunes this year but you MUST keep a watchful eye on things. The market remains extremely...