The Dream Retirement Blog

Emmanuel, God With Us!!

December 21, 2020

2020 has been a crazy year, a year of uncertainty, fear, and isolation for many. Let’s put on our 2020 lens and think about the first Christmas when Jesus was born. I imagine some of the characters in the first Christmas story dealt with uncertainty, fear, and isolation as well. Mary and Joseph were both…

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Tax Planning and Investing – Part 2

December 13, 2020

I want to talk today about tax planning and how it relates to investing. So we often think, let’s put it this way, in our financial life there are really four quadrants.  There is the tax planning quadrant, then we have cash flow, which is kind of your income, investment planning, and then estate preservation.…

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First Friday Live – End of Year Planning

December 8, 2020

  Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking about a different topic each time and this month the topic is “End of Year Planning.”    I know that this is a conversation that…

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Michelle Bertram - Owner of Bertram Financial

Tax Planning and Investing – Part 1

December 1, 2020

I want to talk today about tax planning and how it relates to investing. In our financial life, there are really four quadrants.    There is the tax planning quadrant, then we have cash flow, which includes retirement income, investment planning, and then estate preservation. What happens a lot is people will focus on whatever…

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The Secrets of Investing – Bond Funds and Diversification

November 22, 2020

Are Bond Funds Good? Last week we covered the first part of this interview on mutual funds, now let’s pick up where we left off. Today we will discuss bond funds, diversification, and whether they’re a good investment strategy.   Michelle Bertram: So now, the flip side, bond funds. As much as there are inefficiencies…

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The Secrets of Investing (Part 1)

November 15, 2020

 The Good and the Bad of Mutual Funds Michelle Bertram: Today we’re talking about a topic that I think is going to be very interesting to most of you. Almost everybody that I’ve met or talked to has mutual funds or ETFs now or has had them.    I think they’ve thought that it’s…

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The Election and The Market

November 9, 2020

Let’s talk about the election and the market. As you know, the market experiences quite a bit of volatility around election time and we’re here to talk post-election and what that will look like for your investments. Welcome to our First Friday series, hosted the first Friday of each month by Michelle Bertram. Today she…

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Health Insurance After Retirement

November 1, 2020

Answering the health insurance question of where you’re going to get health coverage sometimes becomes one of the biggest hurdles to retirement or one of the most important factors in your retirement plan.   Before you reach the age of 65 you have to get some type of private insurance coverage and after the age…

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