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The Social Dilemma: How to Navigate a Dangerous Social Media World

The Social Dilemma: How to Navigate a Dangerous Social Media World

by Robert Bartley | Dec 18, 2020 | Financial Planning, Inner Health

The Social Dilemma is a popular 2020 Netflix documentary that highlights how harmful social media/networking is to all of us, especially our children. My daughters implored me to watch this. After watching this documentary they deleted all of the social media apps off...
Avoid These 7 Common Financial Planning Mistakes

Avoid These 7 Common Financial Planning Mistakes

by Robert Bartley | Dec 14, 2020 | Financial Planning

Financial gurus on TV or social media love to make the road to financial success sound like a straight and narrow path. Buy index funds, pack your own lunch, and forgo the $5 Starbucks latte – good advice for saving a few dollars here and there, but hardly the...
Small Business Retirement Plan Fees and Expenses

Small Business Retirement Plan Fees and Expenses

by Robert Bartley | Nov 16, 2020 | Financial Planning

In 2019, a survey conducted by SCORE, a network of volunteer business mentors, found that 28% of businesses with fewer than ten employees offered small business retirement plans. Of those with 25 to 49 employees, that figure rose to only 63%. Twenty-two percent of the...
The SECURE Act and Your Small Business Retirement Plan

The SECURE Act and Your Small Business Retirement Plan

by Robert Bartley | Nov 3, 2020 | Financial Planning, Retirement

Signed into law late last year, the SECURE Act aims to incentivize small businesses to offer tax-advantaged retirement plans and workers to sign up for them. An acronym for ‘Setting Every Community Up for Retirement Enhancement’, the SECURE Act not only makes it...
How to Prepare for the 2020 Tax Season

How to Prepare for the 2020 Tax Season

by Robert Bartley | Oct 26, 2020 | Financial Planning, Taxes

The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2020 tax bill, no matter whether you live in Massachusetts or New Hampshire. Read on for some strategies you can implement before we ring in the new year. Timing of...
7 Questions About Small Business Retirement Plans Employers Should Ask

7 Questions About Small Business Retirement Plans Employers Should Ask

by Robert Bartley | Oct 19, 2020 | Financial Planning, Retirement

While there are many advantages to offering a small business retirement plan, only about 45 percent of companies with fewer than 50 employees offer an employer-sponsored retirement plan. That is in contrast to businesses that employ 100 or more workers, in which 90...
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