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...
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...
by Robert Bartley | Oct 5, 2020 | Financial Planning, Retirement
First, I want to be clear that these small business retirement plans are available to all types of business structures, whether you have a sole-proprietorship, S or C Corporation, LLC taxed as a corporation or partnership, or a partnership. However, just because these...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by BartleyFinancial | Apr 6, 2020 | Ashley Rousseau, Bianca Roberts, Financial Planning, Joanne Tackes, Robert Bartley
We conducted a webinar on Friday April 3rd titled What the He%#$ Does the Stimulus Package MEAN if You’re a Business Owner, Individual or Self-Employed?! Below is the recording of the webinar and the accompanying slide deck, as well as 2 supporting worksheets to help...
by BartleyFinancial | Apr 1, 2020 | Financial Planning, Markets, Robert Bartley
Answers For Your Stimulus Package Questions Are you confused, and have no clue how the stimulus package applies to you, especially as a business owner and someone who’s self-employed? Our team of CPA’s and CFP’s geeked out on the law (some guidance...