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Getting Real with a Financial Advisor - Answering the Tough Questions

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First Friday Focus: Annual Financial State of the Union

First Friday Focus: Annual Financial State of the Union

February 14, 2024

First Friday Focus: Annual Financial State of the Union- A Mission Critical Look at Market Shifts in 2023: As we pause to think about how remarkable 2023 has been, we…

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Bertram Financial discusses about how to choose the right financial advisor.

Different Types of Advisors and how to choose the right one

January 3, 2024

Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…

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Year-End Planning: What's Important and What's Not

Year-End Planning: What’s Important and What’s Not

December 6, 2023

As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…

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Bertram Financial Discusses maximizing charitable giving with your IRA

Maximizing Charitable Giving with your IRA

November 29, 2023

Let’s take a closer look into the interconnected themes of charitable giving and minimum distributions from IRAs, exploring the nuanced strategy of Qualified Charitable Distributions (QCDs) and how they can…

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Bertram Financial with nels donovan talks about long term care common and costly MisConception.

Long Term Care Awareness Month – Common MisConceptions.

November 15, 2023

As we navigate the twists and turns of life, certain topics demand our attention, and one such critical aspect is long-term care. With November designated as National Long-Term Care Awareness…

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Bertram Financial - Tax Talk - The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax

October 18, 2023

Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…

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Bertram Financials First Friday Focus - Planning for Healthcare in Retirement

Planning for Healthcare in Retirement

October 11, 2023

First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning for Healthcare in Retirement:As the seasons change and we transition into fall, it’s a fitting time to discuss…

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Deciphering Fed - Managing Market

Deciphering Fed – Managing Market

October 4, 2023

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…

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