Joanne Tackes Archives - Bartley Financial Advisors
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Joanne Tackes

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 involved in the entire process to make sure that the coverage is adequate for each unique situation.

 Roth IRA Accounts for Teens We’ve all heard the key to retirement planning is to start early.  How early?  Let’s just say, it’s never too early!  Consider the advantages of establishing a Roth Individual Retirement Account (IRA) for a teenager. What is a Roth IRA? A Roth...