Bartley Financial

At Bartley Financial Advisors we listen to help you crystallize your vision, your life’s dreams and work with you to make it a reality.

[Bartley Financial @Bartley_FIN]

High-net-worth investors can reduce their immediate tax liability when converting a self-directed IRA or 401(k) to a Roth IRA by using third-party appraisals to discount the fair market value of privately held, illiquid assets. https://t.co/2m3546EAEr

[Bartley Financial @Bartley_FIN]

Dr. Clay Moss and Gary Brecka discuss how to achieve true metabolic health and longevity by looking past surface-level fitness to optimize key biomarkers, leverage resistance training, and properly utilize peptide therapies. https://t.co/maP2wuJlAC

[Bartley Financial @Bartley_FIN]

Happy Independence Day! Cheers to 250 years of freedom and fireworks. Wishing you and yours a safe and spectacular celebration!

[Bartley Financial @Bartley_FIN]

Leaders can foster a culture of trust and collaboration by asking "Who helped you?" after every success and publicly recognizing those contributors, proving that collective teamwork always outperforms individual stardom. https://t.co/mcQ7JvomWu

[Bartley Financial @Bartley_FIN]

Recent FAFSA changes allow grandparents to use 529 plans to help pay for college without reducing a student's financial aid eligibility, making grandparent-owned 529 accounts a more effective college savings tool. https://t.co/aluVPZsdX0

[Bartley Financial @Bartley_FIN]

A well-designed investment strategy—based on your goals and time horizon—can help grow wealth more effectively, and that an investment advisor can provide expertise, discipline, and personalized guidance along the way. https://t.co/NxFt1Bcpdg

[Bartley Financial @Bartley_FIN]

A 529 plan can still help pay for college even if it doesn't cover all costs, especially when combined strategically with scholarships, financial aid, and other savings sources. https://t.co/MJPyGusN4e

[Bartley Financial @Bartley_FIN]

For 2026, the IRA contribution limit is $7,500 ($8,600 if age 50+), subject to income and eligibility rules. https://t.co/wDbvE1mhcA

[Bartley Financial @Bartley_FIN]

A short read on our website that emphasizes the importance of proactively planning for the transfer of vehicles, boats, and RVs in your estate plan to ensure a smooth and legally compliant transition of these assets to your beneficiaries. ttps://is.gd/eHq85i

[Bartley Financial @Bartley_FIN]

With summer just around the corner, this article offers simple strategies—like increasing your pace, adding hills, and tracking intensity—to easily maximize your daily steps and turn an ordinary walk into an effective fitness routine. https://t.co/Ft8TJR0VtC

[Bartley Financial @Bartley_FIN]

The Hoisington First Quarter 2026 report highlights how recent oil market pressures are impacting an already soft economy, prompting adjustments across corporate margins and household budgets. https://t.co/DEKj5OEg1V

[Bartley Financial @Bartley_FIN]

Naming beneficiaries is crucial because it ensures your financial assets are distributed accordingly, helps avoid the often lengthy and public process of probate, and provides legal protection for your estate. https://t.co/8ZYE1L2ooW

[Bartley Financial @Bartley_FIN]

Morningstar’s 2026 update sets the "safe" base withdrawal rate at 3.9%, but explains that retirees can start as high as 5.7% by adopting a "dynamic" strategy that adjusts spending to market performance. https://t.co/08Js7N9pmG

[Bartley Financial @Bartley_FIN]

Rohn’s "Law of Sowing and Reaping" dictates that financial success requires the patience to plant seeds of discipline today while trusting the natural cycle of growth to provide a future harvest. https://t.co/oqmZ7wwJuT

[Bartley Financial @Bartley_FIN]

Private credit is a non-bank lending market currently facing a "reckoning" as high interest rates stress the risky, low-standard loans made during the previous era of cheap money. https://t.co/go4zNyaX8b

[Bartley Financial @Bartley_FIN]

For 2026, the now-permanent QBI deduction allows a full 20% write-off for those with taxable income below $201,750 (single) or $403,500 (joint), with a newly added $400 minimum deduction for active small business owners. https://t.co/pPozJ3rn8D

[Bartley Financial @Bartley_FIN]

Today, we pause to remember the brave who gave everything for our freedom. Wishing you a wonderful Memorial Day shared with family and friends.

[Bartley Financial @Bartley_FIN]

This ebook explains how small business owners can use profit-sharing 401(k) plans to maximize retirement savings and tax benefits, and you can download a copy for free by providing your contact information. https://t.co/1HsYA9escL

[Bartley Financial @Bartley_FIN]

Retirement planning is shifting toward higher contribution limits—including a new catch-up for those aged 60 to 63—while introducing mandatory Roth treatments for high earners and stricter income rules for health care subsidies. https://t.co/b5WNx0OAqP

[Bartley Financial @Bartley_FIN]

In 2026, over half of Americans are adopting formal budgets to prioritize essential expenses and increase savings, with many planning to cut back significantly on dining out and non-essential conveniences. https://t.co/sVKRVKarQc