Category: Retirement Planning
Retirement
It’s Not About Having Kids, It’s About Having a Plan: What New Retirement Research Actually Shows

Here’s a stat that stopped us in our tracks. A recent Allianz...

Retirement
It’s Not About Having Kids, It’s About Having a Plan: What New Retirement Research Actually Shows

Here’s a stat that stopped us in our tracks. A recent Allianz...

retirement is more than money
Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

retirement is more than money
Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

Market Update : The Most Dangerous Moment in Your Retirement
The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

Market Update : The Most Dangerous Moment in Your Retirement
The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

The Retirement Number
The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

The Retirement Number
The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

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
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
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
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
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 Presented By Bertram Financial
The Retirement Shift

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

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

Pulling the Curtain on Financial Advisors by michelle bertram
May Friday Focus – Pulling the Curtain on Financial Advisors

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

Pulling the Curtain on Financial Advisors by michelle bertram
May Friday Focus – Pulling the Curtain on Financial Advisors

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

Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Survivor Income
Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Survivor Income
Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

First Friday Live - Life's A Daring Adventure, and I'm Not Done Yet
First Friday Live: Daring Adventure Continues

Welcome to our First Friday Live where we speak with Mary Helen...

First Friday Live - Life's A Daring Adventure, and I'm Not Done Yet
First Friday Live: Daring Adventure Continues

Welcome to our First Friday Live where we speak with Mary Helen...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

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

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

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