by Joanne Tackes | May 24, 2019 | Financial Planning, Joanne Tackes, Taxes
Tax Planning and Donor-Advised Funds (DAF) for Charitable Giving According to the National Philanthropic Trust, the fastest-growing charitable giving vehicle in the United States is the donor-advised fund, accounting for 10.2% of all individual charitable giving in...
by Joanne Tackes | Aug 24, 2018 | Insurance, Joanne Tackes, Retirement
We plan for long-term care costs with our clients. It is a very important part of risk management for our client’s plan. Where we are Fee-Only advisors, we do not sell insurance or any products. We work with pre-screened insurance advisors — not salespeople. We are...
by Joanne Tackes | Nov 10, 2017 | Joanne Tackes, Retirement
At Bartley Financial Advisors we often assist our clients with the decision to retire. None of us at Bartley Financial Advisors have retired, but we feel like we’ve retired a hundred times! While finances play a major role in the decision to retire, there are many...
by Joanne Tackes | Jul 6, 2017 | Joanne Tackes, Retirement
You’ve diligently saved for retirement, building up sizable balances in your retirement accounts, and have now reached age 70 ½. IRS rules require that you start taking a Required Minimum Distribution (RMD) from your retirement accounts. In most cases, this...
by Joanne Tackes | Apr 10, 2017 | Investing, Joanne Tackes
Roth IRA Accounts for Teens We’ve all heard the key to retirement planning is to start early. How early? Let’s just say, it’s never too early! Consider the advantages of establishing a Roth Individual Retirement Account (IRA) for a teenager. What is a Roth IRA? A...
by Joanne Tackes | Jan 5, 2017 | Insurance, Joanne Tackes
If I asked you to list the components of a personal financial plan, what topics come to mind? Many people would cite investment management, estate planning, budgeting, life insurance, and tax planning and certainly these are all essential considerations in crafting a...
