Barton Wealth Management, LLC

NEW CLIENTS ACCEPTED BY REFERRAL ONLY

Special Announcement:  Barton Wealth Management Client Event:  Private Screening of the Classic Movie West Side Story Wednesday, Feb. 8that 6:30 PM. Call 563-556-1000 to reserve your seats.

Welcome to Barton Wealth Management!  Our website represents a joint effort between us and our partner firm, Wells Fargo Advisors.  You'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.  We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. You’ll see the value of working with us to pursue your financial goals.
 
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

Click on the “About Barton Wealth Management” tab to learn the philosophy behind Barton Wealth Management. 

It's that time of year to think about making a maximum contribution to your IRA or Roth IRA.  Remember the deadline for contributions is Tuesday, April 17th, 2012.

 

 


 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Interest

What's the interest rate on the lease you're considering?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

More Newsletters →