by Robert Bartley | Dec 5, 2024 | Financial Planning, Legislation, Robert Bartley
The Financial Crimes Enforcement Network’s (Fincen) Beneficial Ownership Information Report (BOIR) Filing Requirement BREAKING NEWS: FEDERAL COURT IN TEXAS BLOCKS BOIR REQUIREMENT (This means that at this time, there is no obligation to comply with the reporting...
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...
by BartleyFinancial | Oct 2, 2024 | College Planning, Financial Planning
Saving for college is a major financial commitment and it’s important to make it part of your overall financial plan. While you might not need to cover the entire cost, thanks to scholarships, grants, and other resources, careful planning is key. Estimating the...
by Joanne Tackes | Jun 28, 2024 | College Planning, Financial Planning, Joanne Tackes
Created in 1996, Section 529 plans – named after section 529 of the Internal Revenue Code – have become one of the most popular ways to save for education expenses. These plans offer numerous tax advantages. Most notably, earnings in a participant’s account grow...
by BartleyFinancial | May 17, 2024 | Financial Literacy, Financial Planning
A single percentage point increase in mortgage rates can mean hundreds more in monthly payments and potentially hundreds of thousands more over the life of the loan. With today’s high rates, you should at least consider buying down your rate or negotiating with...
by BartleyFinancial | Feb 8, 2024 | Financial Planning, Investing
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
