by Ashley Rousseau | Nov 21, 2019 | Ashley Rousseau, Financial Planning, Retirement
(Hint: Don’t Be Afraid To Think Outside the Box!) Planning for retirement can bring your vision into focus at any age. The real benefit is that it allows you to relax and enjoy TODAY knowing that you are doing what you need to do: you are on track. Sometimes the first...
by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
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...
