BartleyFinancial
  • About Us
    • Clear Fees
    • Philosophy
    • Giving Back
    • Financial Literacy
  • Who We Serve
    • Individuals
    • Business Owners
  • Meet Our Team
    • Meet The Team
    • Join Our Team
  • Client Center
    • Client Portal
    • Fidelity
    • Schwab
  • Resources
    • Short Guides
    • Blogs
    • eBooks
    • Useful Links
  • Contact
Select Page
BOIR Filing Requirement

BOIR Filing Requirement

by Robert Bartley | Dec 5, 2024 | Financial Planning, Legislation, Robert Bartley

The Financial Crimes Enforcement Network’s (Fincen) Beneficial Ownership Information Report (BOIR) Filing Requirement BREAKING NEWS: FEDERAL COURT IN TEXAS BLOCKS BOIR REQUIREMENT (This means that at this time, there is no obligation to comply with the reporting...
Washington B.S. – Mommy Please Make it Stop!

Washington B.S. – Mommy Please Make it Stop!

by Robert Bartley | Oct 5, 2023 | Legislation, Markets, Robert Bartley

The eye-popping excess spending/annual budget deficits and US public debt are staggering. That is bad enough but the politicians in Washington continue to double down on stupid (more). This is how bad is it?: $1.5 trillion deficit for fiscal year 2023. Yes, that is...
The Connection Between Government Deficits and Inflation

The Connection Between Government Deficits and Inflation

by Robert Bartley | Nov 1, 2019 | Financial Planning, Legislation, Markets, Robert Bartley

What’s the connection between government deficits and inflation? I recently wrote regarding a Wall Street Journal headline about continued trillion dollar federal government deficits. (Click here to see the post.) The graph below from Dr. John Hussman...
The Pros and Cons of the SECURE Act legislation

The Pros and Cons of the SECURE Act legislation

by Robert Bartley | Aug 6, 2019 | Financial Planning, Legislation, Robert Bartley

The Secure Act passed overwhelmingly by Congress but hasn’t made its way through the Senate. Here’s a look at the Pros and Cons of the SECURE Act legislation. The 5 Major Pros to the SECURE Act Increasing the age for Required Minimum Distributions (RMDs) to age...

Recent Posts

  • 2025 Retirement Contribution Increases
  • Secure 2.0 Act Provisions Affecting Individual Retirement Savers
  • Year End Tax Planning
  • BOIR Filing Requirement
  • FALL 2024 MARKET VALUE UPDATE

Bedford Office

169 South River Road
Suite 17
Bedford, NH 03110
Tel: (603) 625-9900
Fax: (603) 625-9908

Andover Office

300 Brickstone Square
Suite 201
Andover, MA 01810
Tel: (978) 806-2228
Fax: (603) 625-9908

Learn More

  • Home
  • Why We’re A Value
  • Our Philosophy
  • Contact Us
© 2025 Bartley Financial Advisors All Rights Reserved | Terms and Conditions | Privacy Policy | Form ADV Part 3: Relationship Summary