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...
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...
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...
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...
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...
