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Grateful for Life’s Blessings
By Robert Bartley and The BF Team As the year draws to a close we tend to reflect on the current...
Market is Rocking and Rolling
I have been saying for over a year now; when the Federal Reserve shifts to communicating they are...
2024 Retirement Contribution Increases
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2024...
How to Prepare for the 2023 Tax Season
By Robert Bartley, CFP™, CPA (and Joanne Tackes) The end of the year is fast approaching. A little...
October 2023 Market Value Update
Here’s our October Market Value Update. Looking at daily market news will drive you crazy....
Our Trip to Canada and the Pursuit of Longevity
Last month my wife, Molly, and I had the opportunity to travel to Canada for two weeks to...