by Phillip Kashin | Jun 28, 2024 | Career Health, Living Life, Phillip Kashin
When I joined Bartley Financial as a paraplanner back in May 2023, I was excited but also a bit nervous. Working 100% remotely – 2,700 miles away in Tucson, AZ mind you – comes with its unique challenges, and I had yet to meet my colleagues face-to-face....
by Robert Bartley | Jun 12, 2024 | Charitable Giving, Living Life, Robert Bartley
As co-chair of the Easterseals VIP campaign this year, I was asked about charitable giving and tax benefits at a recent event. I thought I would share some charitable tax planning ideas and make a final pitch for Easterseals VIP. We will be wrapping up the VIP...
by Joanne Tackes | May 17, 2024 | Joanne Tackes, Living Life
What do you do when your daughter’s boyfriend asks for your blessing and invites you to be a surprise guest at her proposal? Not sure about you, but I packed my bags, grabbed my sun hat and headed off to Disney World! What Katie thought was a photoshoot with TJ and...
by Bianca Roberts | Feb 28, 2024 | Bianca Roberts, Living Life
My family has hit a couple of milestones recently which have reminded me that my Mom was right (as she always is!)- enjoy those kiddos when they are little because they grow up way too fast. Luci turned 16 recently and is officially a licensed NH driver – yikes! We...
by Robert Bartley | Feb 8, 2024 | Living Life, Physical Health, Robert Bartley
It has been an honor to work with my Ju Jitsu/Kenpo partners (pictured above), who I have worked with for years. From left to right – yours truly, John, Mike, Mark, Erica, Brian, Jaeda and Delaney. They are an amazing group of people!!! As or more importantly,...
by BartleyFinancial | Dec 21, 2023 | Living Life
By Robert Bartley and The BF Team As the year draws to a close we tend to reflect on the current year and think about the next. We are SO thankful for YOU! We are grateful for the trust and confidence our clients have put in us. It is truly an honor to work with...