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.
11/2023
It’s not a fun topic, but talking with your parents about estate planning can help you avoid troublesome legal and financial problems later.
10/2023
Bring this list of talking points to your annual meeting with your financial advisor to ensure that you cover everything you want to discuss for the coming year.
09/2023
By following this advice now, you’ll have the resources and information you need to start on the path to recovery as soon as possible after an unexpected crisis.
08/2023
Learn all about the basics of trusts, including their pros and cons, to help determine whether establishing one would be beneficial for your financial needs.
07/2023
If you’re considering returning to work after retirement, ask yourself these questions before you decide.
06/2023
Use this handy list as a guide for conversations to have with your advisor during your midyear meeting or to review your accounts and investments on your own to ensure that ...
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 ...