Tag: #bertramfinancial

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, We hear lots of questions...

Friday Focus – All About Real Estate

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

Friday Focus – All About Real Estate

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

Estate Planning Spotlight – Taking Care of Loved Ones

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

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: For many years, a CPA’s role...

The New Role of a CPA

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

First Friday Focus – Men & Money

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

First Friday Focus – Men & Money

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

May Market Update

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

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

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

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 Peer Panel Carol Ebert, Wellness Coach A pioneer in...

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

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

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

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

April Power Hour -Take Charge of Your Taxes

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

Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Bertram Financial: How to Stress Test Your Financial Portfolio

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

Bertram Financial: How to Stress Test Your Financial Portfolio

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

Friday Focus: Buyer Beware

Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a...

Friday Focus: Buyer Beware

Friday Focus: Buyer Beware Friday Focus: Buyer Beware- Embarking on a...

Creating Multigenerational Wealth: Strategies For Each Generation

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

Creating Multigenerational Wealth: Strategies For Each Generation

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

First Friday Focus Annual Financial State Of The Union

First Friday Focus Annual Financial State Of The Union A Mission...

First Friday Focus Annual Financial State Of The Union

First Friday Focus Annual Financial State Of The Union A Mission...

Best Top 3 Financial Resolutions That You Can Accomplish

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

Best Top 3 Financial Resolutions That You Can Accomplish

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

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

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

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

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

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

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

Maximizing Charitable Giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving...

Maximizing Charitable Giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving...

Long Term Care Awareness Month – Common MisConceptions.

Common MisConceptions – As we navigate the twists and turns of life,...

Long Term Care Awareness Month – Common MisConceptions.

Common MisConceptions – As we navigate the twists and turns of life,...