Barton Wealth Management, LLC

Welcome to our Web site, where 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 hope your visit will help you understand the opportunities
and potential rewards that become available when you take
a proactive approach to your personal financial situation.
 


 

We created this Web site to help you gain a better understanding
of the financial concepts behind investing, retirement, estate
planning, and wealth preservation. Most importantly, we hope
you see the value of working with us to pursue your financial
goals.


 

We're here to help educate you about the basic concepts of investment
planning, to help you learn more about who we are, and to
give you fast, easy access to market performance and data.
 


 

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.




 

 


 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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