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Investor Education:

• Estate Planning
• Periodic Reviews of Your Estate Plan
• Charitable Giving Techniques
• Are Beneficiary Designations Up-to-Date
• Leaving a Legacy
• Estate Planning for a Second Marriage
• Financial Planning
• Ten Gifting Traps You Should Avoid
• Grandparents Help with College Costs
• Inheriting a 401(k)
• Two Career Couples - Who Retires First
• Net Unrealized Appreciation
• Sustainable Spending
• Roth IRA Conversions
• Five Questions About Long-Term Care
• Living Well
• Modifying a Home for Independent Living
• Record Retention
• Choosing a Retirement Community
• Where to Keep Your Important Papers
• Protecting Your Identity
• Boomerang Children
• Tax Information
• The Emergency Economic Stabilization Act of 2008
• The Alternative Minimum Tax
• Donating a Car to Charity
• 2009 Year-End Tax Planning

Investor Education Through Bartlett

Our clients turn to Bartlett for strategic, professional management of their investments. Many of our clients choose to become educated partners, knowledgeable about the market and financially informed. Bartlett is committed to investor education, because an informed, knowledgeable client is the most successful investor.

We are pleased to share with you articles that our investment professionals have found to be informative and insightful. Our library of current articles will be updated regularly, so bookmark this page and return to it often.

Bartlett & Co. • 600 Vine Street, Suite 2100 • Cincinnati, OH 45202 513.621.4612 • 800.800.4612 • Copyright © 2010 Bartlett & Co. All rights reserved.