Did you know today is National Kitten Day? Because everyone could use a smile these days. #nationalkittenday #smile #friday
Our founder Robert Bartley grew up in a family business. As someone who always loved numbers, he took the lead in trying to find comprehensive financial advice for the business. Sadly, while there were a number of experts in tax planning or investing, nobody had a comprehensive plan that fit his business needs. THAT’S why he became a CPA, a CFP, and later founded Bartley Financial. Instead of just financial products, he wanted to offer business owners an actual PLAN. #businessowners #financialplanning #bartleyfinancial
In case you missed our June Market Update...if you have any questions, we are here to help! #thebartleyblog #marketupdate
BARTLEYFINANCIAL.COM
June Market Update | BartleyFinancial
Reason 3 of 5 for our Fee Only services: You Can Expect Transparency
We have strict codes of professional and ethical conduct (and we are serious about adhering to those standards). We work to be transparent and objective, so you can rest assured that we have your best interest in mind all the time.
#feeonly #financialplanning #bartleyfinancial
Tomorrow is Independence Day! Take some time to give thanks for our freedom! #independenceday #freedom
“You can’t burn the candle at both ends forever.” Read on for tips to avoid burnout working at home. #remotework #thebartleyblog
BARTLEYFINANCIAL.COM
Blurred Lines - Tips To Avoid Burnout Working At Home | BartleyFinancial
Ray Dalio: “If I were a young adult during the coronavirus pandemic, here's what I would focus on”
What three things does Ray Dalio, billionaire founder of Bridgewater Associates, recommend young adults do during the pandemic to better themselves? Read more to find out.
#CollegePlanning #Investments #PersonalFinance
Source:
CNBC.COM
Ray Dalio: If I were a young adult during the coronavirus pandemic, here's what I would focus on
Need cash? Read this before you take an early Roth IRA withdrawal during the pandemic
Make sure you understand the federal income tax consequences of withdrawal, especially if you’re under 59½.
#FinancialPlanning #Consulting #BedfordNH #CPA
Source:
MARKETWATCH.COM
Need cash? Read this before you take an early Roth IRA withdrawal during the pandemic
Why The Housing Market Is One Of The Hottest Trends In A Pandemic
Americans spent the summer buying and selling houses. Why did the pandemic jump start real estate?
#InvestmentPlanning #Investments #WealthManagement
Source:
FORBES.COM
Why The Housing Market Is One Of The Hottest Trends In A Pandemic
The Unimportance of Asset Allocation in Retirement Planning
What matters for investors saving for retirement is not the asset class performance, but how those returns translate into retirement consumption. Here’s why.
#AssetAllocation #StockOptionsPlanning #CFP
Source:
ADVISORPERSPECTIVES.COM
The Unimportance of Asset Allocation in Retirement Planning
How to Create Income for Life
Having a paycheck you can depend on in retirement is more important than ever. Are you considering all of the retirement income sources you should be tapping?
#Retirement #IncomeForLife #AndoverMA #CFP
Source:
KIPLINGER.COM
How to Create Income for Life | Kiplinger
Treasury Issues New FAQs On PPP Loan Forgiveness: What You Need To Know
The SBA recently issued Frequently Asked Questions to help Paycheck Protection Program borrowers.
#FinancialPlanning #InvestmentManagement #RMA
Source:
FORBES.COM
Treasury Issues New FAQs On PPP Loan Forgiveness: What You Need To Know
We'd love to see you at the Families in Transition-New Horizons virtual breakfast tomorrow (Tuesday, November 24th) at 8am EST. Join our virtual table here: https://buff.ly/3m2soAg
If you miss the event, you can still watch the replay later in the day!
What Should You Do With Your Company Pension When You Retire?
Retiring with a pension is more complicated than simply claiming your payments.
#CFP #CPA #Retirement #FinancialPlanning #RetirementPlanning #BedfordNH #AndoverMA #WealthManagement #Consulting #PersonalFinance
Source: U.S. News and World Report
MONEY.USNEWS.COM
What to Do With Your Pension Fund When You Retire
25 Small Towns With Big Millionaire Populations | Kiplinger
Large concentrations of high-net-worth households are found in surprising locales across the U.S. Check out the latest list of American small towns teeming with well-to-dos.
#CFP #CPA #FinancialPlanning #BedfordNH #AndoverMA #InvestmentPlanning #Investments #WealthManagement #TaxSavings #IncomeForLife #AssetAllocation
Source: Kiplinger
KIPLINGER.COM
25 Small Towns With Big Millionaire Populations | Kiplinger
How to Pick the Best Small Business 401(k) Plan Provider
Look at the options available and research thoroughly before choosing a retirement plan for employees.
#CFP #CPA #Retirement #EstatePlanning #FinancialPlanning #RetirementPlanning #BedfordNH #AndoverMA #BusinessOwners #OwnBusiness
Source: U.S. News and World Report
MONEY.USNEWS.COM
How to Pick the Best Small Business 401(k) Plan Provider
Is Covid-19 Making College Towns Unsafe To Retire In?
But these, of course, are not normal times. The pandemic is turning many college campuses into coronavirus hotspots, which may worry you if you’re thinking about retiring to one. However, if thinking long-term, home prices may be cheaper!
#CFP #CPA #Retirement #FinancialPlanning #RetirementPlanning #BedfordNH #AndoverMA #WealthManagement #PersonalFinance #IncomeForLife #AssetAllocation
Source: Forbes
FORBES.COM
Is Covid-19 Making College Towns Unsafe To Retire In?
In a tight job market, small business retirement plans can help you attract and retain higher quality employees. The right plan can even provide significant benefits to you as the business owner. Want to learn more? Here are seven questions to get started.
#BedfordNH #AndoverMA #BusinessOwners #OwnBusiness #Retirement #FinancialPlanning #FinancialAdvisor #RetirementPlanning #InvestmentPlanning
Source:
BARTLEYFINANCIAL.COM
7 Questions About Small Business Retirement Plans Employers Should Ask | BartleyFinancial
Will inflation kick up in the future? Due to all the stimulus disposable income increased in 2020 and now more is coming. This could lead to inflation, or at least provide inflationary pressure.
WSJ.COM
Opinion | The Risks of Too Much ‘Stimulus’
The Wall Street Journal
February 3 at 12:40 PM ·
The Wall Street Journal
February 3 at 12:40 PM ·
You Are NOT Ready to Retire Until You Can Answer These 7 Questions
The obvious ones include how you will claim Social Security and whether you have enough money to retire, but there are other issues to think about as well — and some have nothing to do with money.
#FinancialPlanning #RetirementPlanning #BedfordNH #AndoverMA #CPA
Source: Kiplinger
KIPLINGER.COM
You Are NOT Ready to Retire Until You Can Answer These 7 Questions | Kiplinger
Ray Dalio – New Era – New World Order
· New Era - China becoming world’s largest economic power
· Money and printing
· Need more spending power
· A lot of debt monetized
· Supply and Demand of money who gets it and who doesn’t
3 Significant Factors driving New Era
1. Distribution of wealth – wealth gap largest since the 1930s
2. 0% interest rates – monetization – most since the 1930s
3. Rise of a great power (China) to challenge an existing great power
#CFP #CPA #WealthManagement #BedfordNH #StockPlanning
Source: Ray Dalio, YouTube
YOUTUBE.COM
Ray Dalio "Governments Can't Keep Printing Money"
Jeffrey Gundlach recent interview on the dysfunction of the markets
· US stock market will be worse performer in future years – a total momentum play for years now – mostly in 6 stocks
· Less office space deflationary – deflation in wages
· Don’t need so much middle management – deflationary
· Move to Boise from San Fran – deflationary to wages
· At risk of losing job March/April – will take pay cut than pink slip
· Lacy Hunt is right (https://hoisington.com/pdf/HIM2020Q4NP.pdf) – deficit not inflationary until print money
· Can only stomach 25% in stock market – all weather portfolio 25% in cash, 25% in stocks, 25% in high quality bonds, 25% in gold
#InvestmentPlanning #Investments #InvestmentManagement #BedfordNH #AndoverMA
Source: YouTube
YOUTUBE.COM
Jeffrey Gundlach "Stock Market Is Headed For A Crash"
If you’re feeling lost when you start to think about financial planning, you’re not alone. There are so many factors to consider and strategies to map out, you might be struggling to commit to a financial plan and reach your goals. Working with the right financial planner can help.
#FinancialPlanning #CFP #Andover #Bedford #WealthManagement
Source:
BARTLEYFINANCIAL.COM
Financial Goals: How to Set Them and Why You Need Them | Bartley Financial
The Nifty Fifty Have a Message for the Tech Obsessed
#InvestmentManagement #WealthManagement #Investments #BedfordNH #AndoverMA
Source: Bloomberg
BLOOMBERG.COM
The Nifty Fifty Have a Message for the Tech Obsessed
