8 Things to Consider Before Buying Your Aging Parent’s Home
If you plan to pass real estate down to your adult children, find out what factors to discuss first.
Recommended Reading
Find relevant financial articles and updates that could help with your wealth management. Bartholomew & Company shares our recommended reads that we think you’d find interesting.
Financial Tips for Female Breadwinners
Find out reasons women often shy away from managing family finances.
Ways to Reduce Your Tax Liability
Learn helpful ways to reduce your tax bill
What Can a Financial Advisor Do for You?
If you’re considering working with a financial advisor, here’s an overview of how we can help.
To Roll Over (or Not to Roll Over) Your 401(k)
Before you decide what to do with your employer-sponsored retirement, learn about the pros and cons of every option.
4 Questions Adult Children Should Ask Their Parents
Talking with your parents about estate planning can help you avoid troublesome legal and financial problems later.
Your Year-End Financial Planning Checklist for 2023
Bring these talking points to your annual meeting with your financial advisor to cover everything you want to discuss.
How to Ensure You’re Financially Prepared for An Emergency
Follow this advice now to get the resources and information needed to start on the path to recovery after a crisis.
Everything You Need to Know About Trusts
Learn all about the basics of trusts to help determine whether establishing one would be beneficial for your financial needs.