Getting Real with a Financial Advisor - Answering the Tough Questions

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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...

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

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

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...

The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Secrets of Investing (Part 1)
The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

The Election and The Market
The Election and The Market

Let’s talk about the election and the market. As you know, the...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

Happy Friday!

April showers bring May flowers! With spring storm season upon us, that...

The Retirement Number
The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

The Retirement Number
The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

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