The Dream Retirement Blog

Tax Credit - Small Business

The Collaborative: New Tax Credits To Help Communities

February 16, 2021

New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced tax planning. They run to the tax code to look at what’s available, especially for business owners.  (Note: If you are not a business owner,…

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First Friday Live – State of the Market in 2021

February 8, 2021

Thanks for joining today. I am so excited for this First Friday Live. For those of you joining us, you’ll notice that we don’t have Guy with us today, as advertised. He is out sick, so we have Jiorden Sanchez today instead.     Jiorden works on Guy’s team and is a portfolio manager as well.…

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What Is An Annuity? - Michelle Bertram

What Is An Annuity?

January 31, 2021

Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s biased towards annuities.  As I get into this we’re going to explain the different types of annuities and where that bias comes from.  That’s not…

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Picture of Financial Advisor - Michelle Bertram

Should I Sell?

January 24, 2021

I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most accounts ended up with a gain at the end of the year. Even with the crazy downturn in the stock market in March, we saw…

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Picture of Financial Advisor - Michelle Bertram

Do I Need An Advisor?

January 17, 2021

Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want to do by myself anymore.    Do I Need A Financial Advisor?   The question becomes if I do need an advisor, what kind of…

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Dream Retirement Quote - Bertram Financial

First Friday Live – Life’s A Daring Adventure, and I’m Not Done Yet

January 10, 2021

Welcome to our First Friday Live where we speak with Mary Helen Conroy of Life’s A Daring Adventure. On the First Friday of each month we will go LIVE on Facebook with a special guest to talk about a timely topic. Michelle One of the things to do going into 2021 is to take some…

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buy low sell high - michelle bertram

The Secrets to Buy Low, Sell High

January 3, 2021

Buy low and sell high. You have probably heard that said a hundred a thousand times in your life. The question becomes, how do you do that? How do you know when it’s the highest point to sell? How do you know when it’s the lowest point to buy? Unless you’re hiding some crystal ball,…

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Invest Using Bonds - Michelle Betram

Beware of Bonds

December 27, 2020

There are different methods to invest using bonds, and many think this may be a smart move.   Using Bonds To Invest When markets are volatile, like they have been this year, conservative investors tend to try to move more of their accounts to bonds, to reduce risk. (Read more about using bonds to invest…

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