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...
by Robert Bartley | Jan 25, 2021 | Financial Planning
Perhaps you are getting serious about some of your financial goals and want the help of a financial planner, but first want to understand how much their services will cost you. Or maybe you already have a financial planner, but find their intentions dubious or their...
by Robert Bartley | Dec 28, 2020 | Financial Planning
Do you have financial goals? Not just a vague wishlist, like “I want to build my business to last” or “I should give more money to charity.” Those are more like hopes than goals. Financial goals help you set a course to the life you dream of living – and they...
