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.
05/2023
Learn what types of policies are available to make sure that you’re covered in the event of a medical emergency in another country.
04/2023
Use this article to help you strategically plan for financial stability once you stop working.
03/2023
Encourage the teenager in your life to become more financially independent by introducing these basic money concepts.
02/2023
Establish a strong financial foundation for your future by discussing these important issues with your partner.
01/2023
Learn how to navigate the process of paying off the outstanding debts of a deceased loved one.
12/2022
Use this article to stay informed about several IRS changes for the 2022 tax year.
11/2022
Use this checklist to help you and your family prepare and stay safe during snowstorms and dangerous cold-weather events.
10/2022
This useful checklist provides questions to ask your financial advisor in order to have the most productive conversation as the year concludes.
09/2022
Learn how to use current economic conditions to adequately budget for winter gifting.
08/2022
Learn the best ways to determine whether donating via social media is safe, and how to maximize the financial benefits both to the recipient and to yourself.
07/2022
You receive an email from a website you regularly use asking you to click a link to change your password due to suspicious activity. You take a phone call from the IRS asking you ...
06/2022
Use this checklist to help you keep your finances in order and meet your goals by the end of the year.
05/2022
Learn how to protect you and your loved ones from financial scams.
04/2022
When changing jobs, it’s critical to review important benefits decisions.
03/2022
Learn how to shore up your financial security whether you are newly divorced, widowed, or single by choice.