The Dream Retirement Blog

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 the closer we get to retirement, the more we should reduce the amount of risk in our portfolios and move away from stocks and into…

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retirement planning

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. I wake up a little bit freaked out because I hate bats. I heard it fly and I thought I heard a flutter, but then I heard it kind of…

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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 one in the pool,” “I’m the first one off the diving board!”  Sometimes they create it so that they give themselves a little advantage. “The…

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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 into my retirement plan?”   As we think about this, first let’s define long-term care. According to the Medicare Resources site, Long-term care generally refers…

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Should You Rebalance Your Portfolio?

July 28, 2020

Portfolio Rebalancing Do you ever read an article that just kind of makes you kind of tense up and go, “Oh!” 😬 You tense up and you don’t like it. If you’re like me today, no matter what side of the fence you’re on, you can continually read articles that cause that knee-jerk reaction inside…

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Live and Leave A Legacy

July 21, 2020

Will You Leave A Legacy? In the past week, I’ve had to attend a couple of funerals. One was for a young girl, only 24, killed tragically in a car accident. The other person was someone who was a little older and had cancer and it was expected, but the truth is, in both situations,…

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Will The Stock Market Crash Again?

July 15, 2020

I’m not a big fan of the heat. The only thing I think this summer heat is good for is being at the pool with the kids. In fact, I try to leave early most days so that I can go there with them at least for a few hours. We create some great summer…

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Index Annuities and Your Retirement

July 7, 2020

Hey everyone, happy summer. Our pool just opened this week so now it really does feel like summer. The kids were so excited to go swimming, and truthfully, I was too. It’s great exercise to get into the pool and tread water. But, I’ll tell you this, the first time you get into the pool,…

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