Getting Real with a Financial Advisor - Answering the Tough Questions

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The Collaborative - Taxes
Get a Grip on You Business: Intro to EOS

Get a Grip on You Business: Intro to EOS     Michelle...

The Collaborative - Taxes
Get a Grip on You Business: Intro to EOS

Get a Grip on You Business: Intro to EOS     Michelle...

Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

Invest Using Bonds - Michelle Betram
Beware of Bonds

There are different methods to invest using bonds, and many think this...

Emmanuel God With Us
Emmanuel, God With Us!!

2020 has been a crazy year, a year of uncertainty, fear, and...

Emmanuel God With Us
Emmanuel, God With Us!!

2020 has been a crazy year, a year of uncertainty, fear, and...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

Estate Planning and wealth transfer
Friday Focus – Estate Planning and Wealth Transfer in the headlines

Last month’s inflation report looked encouraging on the surface. Consumer prices dropped...

Estate Planning and wealth transfer
Friday Focus – Estate Planning and Wealth Transfer in the headlines

Last month’s inflation report looked encouraging on the surface. Consumer prices dropped...

Inflation is back
Inflation Is Back: What Rising Rates Mean for Your Retirement Plan

Just when things felt like they were settling down, tensions with Iran...

Inflation is back
Inflation Is Back: What Rising Rates Mean for Your Retirement Plan

Just when things felt like they were settling down, tensions with Iran...

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