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 Bianca Roberts | Jan 22, 2018 | Bianca Roberts, Investing, Retirement
My husband, Jason, and I felt a sense of relief after making the decision to get help with our finances. The sense of “we got this, just follow the plan!” – Jason and I now have a taste of what good financial planning is. We are looking forward to solidifying the next...
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 Robert Bartley | Aug 22, 2017 | College Planning, Investing, Markets, Retirement, Robert Bartley
August Market Doldrums We are in the historically tough stock market month of August and this year is playing out like many others. Currently there are more stocks (> 50%) in the S&P 500 below their 200-day moving average than above. That means more stocks are...
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...
