Hightower Signature Wealth - Bartlow Team

03/31/2026

📅 Mark your calendars for April 16th! Join us for our FREE Tax Day Shred Event from 9 to 11 AM. Protect your privacy and keep your data safe by shredding old documents. Plus, enjoy coffee and croissants on us! ☕🥐

Bring your documents. Bring a friend. Let’s clear the clutter and protect your information the right way.

For every household that participates, we will plant a tree through One Tree Planted!
Adrienne Braccia Conrad, Kevin Rinow, Brett Agnew

10/23/2025

What are the chances of finding a team that would hike 10 miles with me—and actually enjoy it (or at least pretend to)?!
Last weekend our team spent a few unforgettable days in Yosemite with our partners, great food, zip lines, swings, and plenty of laughter.
Feeling lucky to work and play with people who make every part of the journey better. 💚

09/24/2025

✨ What a night!
Last week, we gathered at Saint Mary’s College for our 4th Annual Client Appreciation and Photo Event—an evening filled with food, laughter, celebration and mini photo sessions with the talented .

I’m so grateful for the opportunity to bring our community together in such a meaningful way. A big thank you to everyone who joined us—you’re the reason we do what we do.💜

09/05/2025

📸 Remember disposable cameras?

On a recent trip, I gave my kids a couple of them — 27 shots, no previews, no deletes. The experience reminded me how different life feels when we can’t check and re-check results instantly.

It also made me think of investing.

With today’s nonstop access to market news and portfolio apps, it’s tempting to monitor every move. But research shows that constant checking often hurts returns, because it leads to emotional decision-making instead of long-term discipline.

In my latest blog, I share why patience pays off and how “seeing less” can actually help you achieve more with your investments.

🔗 https://journeysw.com/2025/08/22/portfolio-monitoring-investment-returns/

Discover why 24/7 access to market news and portfolio data might be hurting your investment returns, and how to focus instead on a long-term strategy.

08/21/2025

The One Big Beautiful Bill is now law. But what does it actually mean for you?

Despite what the headlines say, it’s not just the ultra-wealthy who stand to benefit. If you're earning between $200K–$500K or own a pass-through business (like an S Corp or LLC), there are meaningful planning opportunities to consider.

In my latest blog, I break down:
✅ Major SALT deduction relief—up to $40K
✅ A more accessible QBI deduction (now permanent)
✅ Why backdoor Roth conversions remain intact—and more attractive
✅ How to prepare before IRS guidance shapes the fine print
The real impact of this bill is just beginning to unfold, and 2025 will be a critical year for proactive planning.

Get all the details: https://journeysw.com/2025/07/18/one-big-beautiful-bill-tax-changes-2025/

The One Big Beautiful Bill Act was signed into law. What’s the real impact for upper-middle income earners and business owners? Get a closer look in our latest blog.

05/20/2025

Recent Social Security headlines have many people feeling uneasy, but don’t let uncertainty derail your retirement plan. Timing your Social Security is less about certainty and more about strategy – because without a crystal ball, all you can do is plan smart!

In my latest blog, I break down what’s happening, what might change, and how you can make smart, confident decisions about when to claim your benefits.

Read the full post 👉 https://journeysw.com/2025/05/16/planning-for-social-security-changes/

Worried about Social Security’s future? Learn how to build a retirement plan that’s resilient to potential changes with smart, conservative claiming strategies and financial planning tips.

05/12/2025

Last week, our office was overflowing with generosity—and not just in the form of donations. So many of you showed up with full hearts and open hands for our Mother's Day Donation Drive, and we're incredibly grateful. 💐

Thanks to your donations, time, and support, our Mother’s Day Drive with Party In Kindness delivered 48 care packages to moms at a local shelter, who deserve to feel seen and celebrated.

From online gifts to assembling bags, you helped turn kindness into impact. Thank you for making this Mother’s Day brighter for so many.

We hope all the incredible moms out there felt the love and had a wonderful Mother’s Day yesterday! 💖

04/24/2025

In today’s volatile market, diversification isn’t just a buzzword — it's the foundation of smart investing.

Learn why diversification matters now more than ever in my latest post: https://lnkd.in/eeiiTjTW

03/26/2025

🚨 Big News for Public Sector Workers 🚨
If you’ve spent your career as a teacher, firefighter, police officer, or other government employee, you may finally receive the Social Security benefits you deserve! 🎉
Congress has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), meaning higher monthly benefits and retroactive payments for millions.
✅ Over $7.5 billion in retroactive payments already sent
✅ Higher Social Security benefits start in April 2025
✅ Spousal benefits are now fully available
In my recent blog post, you will find details on what’s changed, who qualifies, and what steps to take next:

Congress has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), restoring full Social Security benefits for millions of public sector employees. Find out what this means for you and how to claim your retroactive payments.

03/13/2025

📅 Mark your calendars for April 15th! Join us for our FREE Tax Day Shred Event from 10 AM to 12 PM. Protect your privacy and keep your data safe by shredding old documents. Plus, enjoy coffee and croissants on us! ☕🥐
Let’s celebrate Tax Day the right way!

02/26/2025

💳 Eye-Opening Insight on Credit Card Fees 💳

I recently had a conversation with my esthetician that changed my perspective on how I support local businesses. Did you know that small businesses often absorb 3-5% credit card processing fees?

💡 It's easy to prioritize rewards and cashback when using our credit cards, but it comes at a cost to the very businesses we love. These fees have become a major expense, often third after rent and payroll.

Here’s what I’m doing:
· Using credit cards for larger retailers and significant purchases.
· Paying with cash or a debit card at local shops to reduce their costs.
· Taking advantage of cash discounts to keep prices lower for everyone!

For fellow business owners, consider being transparent about these fees and offering cash discounts. It’s time we rethink how we shop local 🙌

👉 Dive deeper into this topic in my latest blog post: https://journeysw.com/2025/02/18/the-hidden-cost-of-credit-card-convenience-local-businesses-struggling/

Discover the hidden costs of credit card convenience and how it's impacting local businesses. Learn effective strategies for consumers and small business owners to navigate rising processing fees, support your community, and make more mindful purchasing decisions.

01/17/2025

Happy birthday to our team members Adrienne Conrad and Brett Agnew, CFP® 🎉 - grateful for these amazing people, who make every day better.
Cheers to you! 🎂🎈