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Category: Retirement Planning
Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

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Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

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Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

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Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

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Bertram Financial - Life Insurance
Do I Need Life Insurance?

For just coming out of September and life insurance awareness month I...

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Bertram Financial - Life Insurance
Do I Need Life Insurance?

For just coming out of September and life insurance awareness month I...

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Retirement Procrastination - Bertram Financial
The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement?  ...

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Retirement Procrastination - Bertram Financial
The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement?  ...

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What Are The Fees?
What Are The Fees?

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

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What Are The Fees?
What Are The Fees?

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

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Retirement Planning - Where Do I Start?
Retirement Planning – Where Do I Start?

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

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Retirement Planning - Where Do I Start?
Retirement Planning – Where Do I Start?

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

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Index Annuities and Your Retirement
Index Annuities and Your Retirement

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

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Index Annuities and Your Retirement
Index Annuities and Your Retirement

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

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Are We There Yet?
Are We There Yet?

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

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Are We There Yet?
Are We There Yet?

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

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Take Back Control or Your Financial Future

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

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Take Back Control or Your Financial Future

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

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Retirement Investment Mix Guidelines

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

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Retirement Investment Mix Guidelines

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

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Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

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

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Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

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

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Upcoming election and your retirement by bertram financial
April Friday Focus: Upcoming Election and Your Retirement

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

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Upcoming election and your retirement by bertram financial
April Friday Focus: Upcoming Election and Your Retirement

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

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

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

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

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

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Creating Multigenerational Wealth Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation

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

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Creating Multigenerational Wealth Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation

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

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The Ultimate Checklist to Help Navigate Retirement in Volatile Markets
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

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

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The Ultimate Checklist to Help Navigate Retirement in Volatile Markets
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

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

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The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

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The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

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Different Types of Advisors and how to choose the right one
Different Types of Advisors and how to choose the right one

Different Types of Advisors and how to choose the right one ...

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Different Types of Advisors and how to choose the right one
Different Types of Advisors and how to choose the right one

Different Types of Advisors and how to choose the right one ...

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Year-End Planning: What's Important and What's Not
Year-End Planning: What’s Important and What’s Not

As we find ourselves in the midst of the festive season, it’s...

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Year-End Planning: What's Important and What's Not
Year-End Planning: What’s Important and What’s Not

As we find ourselves in the midst of the festive season, it’s...

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The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

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The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

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Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

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Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

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