Category: Retirement Planning

What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

Are We There Yet?

Are we there yet? How much longer? I just recently got back...

Are We There Yet?

Are we there yet? How much longer? I just recently got back...

Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

Inspiring Women Recap

Inspiring Women Recap: We had a great time at the Inspiring Women...

Inspiring Women Recap

Inspiring Women Recap: We had a great time at the Inspiring Women...

Important Questions YOU Need Answered (part 1)

Important Questions YOU Need Answered (part 1): There is lots of talk...

Important Questions YOU Need Answered (part 1)

Important Questions YOU Need Answered (part 1): There is lots of talk...

Social Security Timing Myth

Retirement Myth – There is a Perfect Time to Take Social Security...

Social Security Timing Myth

Retirement Myth – There is a Perfect Time to Take Social Security...

Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

Getting Financially Organized for Retirement: A Complete Guide to Planning Your Dream Future

Planning for retirement can feel overwhelming. Between deciding how much money you’ll...

Getting Financially Organized for Retirement: A Complete Guide to Planning Your Dream Future

Planning for retirement can feel overwhelming. Between deciding how much money you’ll...

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...