Category: Retirement Planning

The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or...

The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

Individual Stocks vs Mutual Funds and ETFs

Today, I’m excited to delve into a topic that’s unique to...

Individual Stocks vs Mutual Funds and ETFs

Today, I’m excited to delve into a topic that’s unique to...

April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial:...

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial:...

Creating Multigenerational Wealth: Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth...

Creating Multigenerational Wealth: Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth...

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When...

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When...

Retirement Myths – Not Enough

Retirement Myths – Not Enough We recently sat down with a couple...

Retirement Myths – Not Enough

Retirement Myths – Not Enough We recently sat down with a couple...

Inspiring Women (part 1)

My Name is Jane… I raised my kids, have worked at a...

Inspiring Women (part 1)

My Name is Jane… I raised my kids, have worked at a...

What’s UP or should I say DOWN with the Stock Market?

What’s UP or should I say DOWN with the Stock Market? In...

What’s UP or should I say DOWN with the Stock Market?

What’s UP or should I say DOWN with the Stock Market? In...

Inspiring Women (part 2)

Women – Despite all the challenges you face, you continue to revolutionize...

Inspiring Women (part 2)

Women – Despite all the challenges you face, you continue to revolutionize...

More than Money (Part 1)

More than Money (Part 1) More than Money – Life Reimagined Retirement...

More than Money (Part 1)

More than Money (Part 1) More than Money – Life Reimagined Retirement...

Roll over to IRA

What is the easiest way to handle a Retirement Plan that was...

Roll over to IRA

What is the easiest way to handle a Retirement Plan that was...

NIKE Just do it.

5 Principles to Restore Order and keep you well! Number Five –...

NIKE Just do it.

5 Principles to Restore Order and keep you well! Number Five –...

Integrated Life Blueprint: Part 2

5 Principles to Restore Order and keep you well! Number Four –...

Integrated Life Blueprint: Part 2

5 Principles to Restore Order and keep you well! Number Four –...

Find a Specialist

5 Principles to Restore Order and keep you well! Number Three –...

Find a Specialist

5 Principles to Restore Order and keep you well! Number Three –...

Start Today

5 Principles to Restore Order and keep you well! Number One –...

Start Today

5 Principles to Restore Order and keep you well! Number One –...