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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...

Read More
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...

Read More
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?  ...

Read More
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...

Read More
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...

Read More
Index Annuities and Your Retirement
Index Annuities and Your Retirement

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

Read More
Index Annuities and Your Retirement
Index Annuities and Your Retirement

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

Read More
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...

Read More
Take Back Control or Your Financial Future

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

Read More
Take Back Control or Your Financial Future

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

Read More
Retirement Investment Mix Guidelines

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

Read More
Retirement Investment Mix Guidelines

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

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

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

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

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

Read More
Health Insurance After Retirement

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

Read More
Health Insurance After Retirement

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

Read More
Bertram Financial - Life Insurance
Do I Need Life Insurance?

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

Read More
Bertram Financial - Life Insurance
Do I Need Life Insurance?

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

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

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

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

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

Read More
What Are The Fees?
What Are The Fees?

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

Read More
What Are The Fees?
What Are The Fees?

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

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

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

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

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

Read More
Index Annuities and Your Retirement
Index Annuities and Your Retirement

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

Read More
Index Annuities and Your Retirement
Index Annuities and Your Retirement

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

Read More
Are We There Yet?
Are We There Yet?

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

Read More
Are We There Yet?
Are We There Yet?

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

Read More
Take Back Control or Your Financial Future

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

Read More
Take Back Control or Your Financial Future

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

Read More
Retirement Investment Mix Guidelines

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

Read More
Retirement Investment Mix Guidelines

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

Read More