The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Conservation Easements and Opportunity Zones

September 28, 2020

Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…

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Should I Buy Gold and Silver?

Should I Buy Gold and Silver?

September 20, 2020

hould I Buy Gold and Silver? Should I Buy Gold and Silver?    That’s a question we often hear. In fact, in this last year, it has become more and…

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How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes?

September 13, 2020

How Will The Election Affect Me and My Taxes? I think it’s safe to say that none of us need to be reminded an election is coming up this year.…

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What Are The Fees?

What Are The Fees?

September 7, 2020

What Are The Fees? That’s a question we often get. What is the fee to work with us? What are the fees that I’m currently paying on my account? Are…

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Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest?

August 30, 2020

Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…

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Retirement Planning - Where Do I Start?

Retirement Planning – Where Do I Start?

August 23, 2020

Retirement Planning – Where Do I Start? The other night it was about 11:30 pm, I’m sleeping, and I heard something fly into my room. Wake up a little bit…

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Good Investment Fund

How Do I Choose A Good Fund To Invest In?

August 16, 2020

I have two boys, Asa and Asher, and they make everything a competition. Oftentimes I’ll hear, “Hey, I’m the first one to eat all my food” or “I’m the first…

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Can You Afford Long Term Care?

August 9, 2020

  On the radio someone texted in a question for me that I want to make sure we answer for everyone. The question was, “How does long term care fit…

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