by Joanne Tackes | Oct 5, 2023 | Financial Planning, Joanne Tackes, Taxes
Our federal income tax system is progressive – meaning that the tax rate imposed increases as your income increases. See the 2023 tax brackets below for those filing a joint return with their spouse. Married Filing JointTaxable Income RangeTotal Tax DueTax...
by BartleyFinancial | Aug 14, 2023 | Financial Planning, Phillip Kashin
We are happy to introduce our newest team member, Phillip Kashin, an aspiring CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Phillip shares our passion for helping our clients achieve their life goals through sound financial planning. A Purpose-Driven Transition...
by Robert Bartley | May 10, 2021 | Financial Planning, Succession Planning
Succession planning, as the term implies, involves the comprehensive planning of what will happen once you are no longer leading your business forward. This means not only thinking about how your personal financial situation will change but also thinking about how...
by Robert Bartley | Mar 22, 2021 | Financial Literacy, Financial Planning
When searching for an investment advisor, it’s easy to get bogged down in the jargon related to various financial professionals. However, when seeking someone to assist you with investment management, it’s worth putting in the time and effort to research the options...
by Robert Bartley | Mar 8, 2021 | Financial Planning
The world of finance and investing can quickly become complicated; between ever-changing market trends, laws and regulations, and available investment options, it can be difficult to execute investment management successfully on your own. Because of this, many people...
by Robert Bartley | Feb 15, 2021 | Financial Planning
Choosing the proper investment advisor should be the top priority for anyone looking to grow their wealth, no matter whether you live near Bartley Financial’s offices in Bedford, NH and Andover, MA or on the other side of the nation. Not everyone seeking an investment...