Tag: #bertramfinancial
First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Splash Image for Estate Planning Spotlight: Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously...

Splash Image for Estate Planning Spotlight: Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously...

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...

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...

Bertram Financial First Friday Focus, Men and Money, June 2, 2023
First Friday Focus – Men & Money

The Man’s Role – Some things are changing, and some are not....

Bertram Financial First Friday Focus, Men and Money, June 2, 2023
First Friday Focus – Men & Money

The Man’s Role – Some things are changing, and some are not....

May Market Update
May Market Update

It’s finally starting to feel like summer outside (t least for a...

May Market Update
May Market Update

It’s finally starting to feel like summer outside (t least for a...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

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....

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....

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Jim Kackley's DREAM Story
Jim Kackley’s DREAM Story

DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp...

Jim Kackley's DREAM Story
Jim Kackley’s DREAM Story

DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp...

The Greatest Gift of Christmas
The Greatest Gift of Christmas

Christmas is just a few short days away. I know that I’m...

The Greatest Gift of Christmas
The Greatest Gift of Christmas

Christmas is just a few short days away. I know that I’m...

Tax 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: Tax Talk –...

Tax 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: Tax Talk –...

November Market Update
November Market Update

November Market Update: Market Update We just finished our midterm election, which...

November Market Update
November Market Update

November Market Update: Market Update We just finished our midterm election, which...

Are You Protected If You Need Long Term Care?
Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care? Market Updates Earnings...

Are You Protected If You Need Long Term Care?
Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care? Market Updates Earnings...

End of Year Planning and Gifting
End of Year Planning and Gifting

End of Year Planning and Gifting: Wins of the Month Nels shared...

End of Year Planning and Gifting
End of Year Planning and Gifting

End of Year Planning and Gifting: Wins of the Month Nels shared...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

The Health Insurance Tax, Penalty or Refund?
The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Health Insurance Tax, Penalty or Refund?
The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

The Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

Betram Financial September 2022 Market Update
Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update, In this monthly installation of our...

Betram Financial September 2022 Market Update
Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update, In this monthly installation of our...