by Phillip Kashin | Oct 2, 2024 | College Planning, Financial Planning, Phillip Kashin
Saving for college is a major financial commitment and it’s important to make it part of your overall financial plan. While you might not need to cover the entire cost, thanks to scholarships, grants, and other resources, careful planning is key. Estimating the...
by Phillip Kashin | Aug 29, 2024 | CPA, Phillip Kashin, Taxes
A critical, yet often overlooked, area of financial planning is tax planning. While the financial planning industry is starting to catch-up, Bartley Financial has made tax planning a core focus since inception. We really nerd out on tax stuff! We integrate tax...
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 Phillip Kashin | May 17, 2024 | Financial Literacy, Financial Planning, Phillip Kashin
A single percentage point increase in mortgage rates can mean hundreds more in monthly payments and potentially hundreds of thousands more over the life of the loan. With today’s high rates, you should at least consider buying down your rate or negotiating with...
by Phillip Kashin | Feb 8, 2024 | Financial Planning, Investing, Phillip Kashin
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
by Phillip Kashin | Dec 21, 2023 | Financial Planning, Phillip Kashin, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2024 retirement account savings. How different will your retirement contributions look in 2024? Let’s take a look… IRA Contribution Limits have increased by $500 for 2024. If...
