Getting Real with a Financial Advisor - Answering the Tough Questions

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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...

The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing - Bond Funds and Diversification
The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income
Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income
Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

Do Stocks Always Outperform Other Investments
Do Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth

You’ve probably heard it time and time again: “Stocks (aka the stock...

Do Stocks Always Outperform Other Investments
Do Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth

You’ve probably heard it time and time again: “Stocks (aka the stock...

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