Sitemap

Navigation

• Home
• About Us
• About Barton Wealth Management
• Wealth Management Checklist
• Our Services
• Our Qualifications
• Our Calendar
• Barton Wealth Management Cares
• Resources
• Wells Fargo Advisors Market Commentary
• Articles
• Calculators
• Newsletters
• Tax Library
• Videos
• Glossary
• Access Your Account
• Contact Us

Videos

• Do You Know Who Your Beneficiaries Are?
• Stocks and Stock Mutual Funds 101
• 3 Potential Benefits of Dollar-Cost Averaging
• Financial Planning: Helping You See the Big Picture
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Putting Together the Retirement Income Puzzle

Newsletter

• March
  Tax Breaks for College Costs
  What Is the Roth IRA Five-Year Rule?
  Chasing Performance vs. Diversification
  Tax Tips on Capital Gains
  LLCs: Hybrid Structure May Offer Best of Both Worlds
  HOT TOPIC: Automating the American Workforce
• January
  International Investing: Opportunities Overseas?
  An Introduction to Trusts
  Keeping Savings on Track with a Spousal IRA
  Illinois Highlights Credit Risk
  No Shortage of Liability Risks
  HOT TOPIC — Tax Reform: How Will You Be Affected?
• February
  Options for Inherited IRAs
  How Long Should You Keep Financial Records?
  Why Hold Money Market Mutual Funds?
  Settling an Estate
  Disaster Insurance Can Help Your Company Stay Afloat
  HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• April
  Are UITs for You?
  Is It Wise to Trade Your Pension for a Lump Sum?
  Factor-Based Investing
  Real Estate Markets on the Mend
  Cash Balance Plans Can Help Supercharge Retirement Savings
• May
  Mutual Benefits: Funds to Pursue Your Goals
  The State of Social Security
  Use Sense with Student Loans
  Advance Medical and Legal Directives
  Consider Taxation When Setting Compensation

Articles

• Risk Management
  Business Owner Policies
  Assessing Disability Income Insurance
  HMOs and PPOs
  Property and Casualty Insurance
  Disability Income Insurance for Business Owners
• Cash Management
  College Financial Aid
• Investing
  Bonds
  Asset Classes
• Tax Planning
  Tax Strategies for Retirement Plans
• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
• Retirement
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs

Resources

Tax Library