A.) Time to retirement B.) Planned quality of life C.) Current savings D.) All of the above Simple answer- D!!! All are equally important. Time to retirement allows adjustments to be made, whether you are talking about adding or subtracting what you are saving, supplementing your income so that you can retire earlier. Planned quality…

Read More

Our Aspiration: To be the most trusted source of financial insight and advice so our clients can make decisions with confidence. Our Bartlett Financial Team goal is to exceed your expectations. Securities and financial planning are offered through LPL Financial. Member FINRA / SIPC www.lpl.com/BartlettFinancial Duration : 0:2:12

Read More

I always like to ask my clients, “Will your financial planner be willing to pay your long term care bills, will they have access to good quality Home Health Care Providers?” Many lawyers and advisors are now reluctant to recommend against Long Term Care Insurance for fear of law suits later on, from children, when…

Read More