The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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4 Ways to Reduce or Avoid Capital Gains Tax

4 Ways to Reduce or Avoid Capital Gains Tax

August 2, 2023

Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…

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Bertram Financial First Friday Focus. All About Real Estate.

Friday Focus – All About Real Estate

July 18, 2023

  Friday Focus – All About Real Estate: Reverse Mortgage with Steve Kalscheur I’ve been working with reverse for the last 15 years. I worked specifically with the government-insured loan,…

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July Market Update - Debt Ceiling Rising while Interest Rates Hold

Debt Ceiling Up – Rates Steady

July 5, 2023

July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much has happened since our May market update. Debt Ceiling Raises First of all (drumroll please…) they raised the…

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Splash Image for Estate Planning Spotlight: Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones

June 18, 2023

Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…

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The New Role of a CPA

The New Role of a CPA

June 13, 2023

The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…

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Bertram Financial First Friday Focus, Men and Money, June 2, 2023

First Friday Focus – Men & Money

June 3, 2023

The Man’s Role – Some things are changing, and some are not. The days of I Love Lucy when the men went to work and the women stayed home and…

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Green Money: The Best Kept Secret In The Financial World

Kolbe Index

June 2, 2023

A few years back, my sister and I attended a business training conference where they discussed a personality test that compared different types of vehicles. We were sitting in different…

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May Market Update

May Market Update

May 19, 2023

It’s finally starting to feel like summer outside (t least for a few days). I feel like spring in the Midwest is really a combination of all the other seasons…

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