Retirement Planning
December Market Update – Tax Harvesting
December Market Update – Tax Harvesting This is the last market update of 2022. I can’t believe how time has flown. However, it’s been quite a rocky ride that is…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs…
Read MoreNovember Market Update
November Market Update: Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market…
Read MoreAre You Protected If You Need Long Term Care?
Are You Protected If You Need Long Term Care? Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary…
Read MoreWork With a Trusted Advisor!
Work With a Trusted Advisor! Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results: Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress…
Read MoreSeptember Power Hour – Life Insurance Awareness Month
September Power Hour – Life Insurance Awareness Month “Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault…
Read MoreTax Talk
Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that he shared, talking…
Read MoreBertram Financial August 15th Market Update
Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…
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