Tag: #financialadvice
Market Update - A Turbulent Ride
Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

Market Update - A Turbulent Ride
Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

The Magic of Green Money
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

The Magic of Green Money
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy...

Estate Planning Spotlight - Feb 28
Estate Planning Spotlight – Feb 28

Estate Planning Spotlight – Feb 28: If you think about the medieval...

Estate Planning Spotlight - Feb 28
Estate Planning Spotlight – Feb 28

Estate Planning Spotlight – Feb 28: If you think about the medieval...

Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

February 2023 Market Update - 2023 Opportunities
February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February 2023 Market Update - 2023 Opportunities
February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

January Market Update - The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just...

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...

Bertram Financials First Friday Focus - Planning for Healthcare in Retirement
Planning for Healthcare in Retirement

First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning...

Bertram Financials First Friday Focus - Planning for Healthcare in Retirement
Planning for Healthcare in Retirement

First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning...

Deciphering Fed - Managing Market
Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

Deciphering Fed - Managing Market
Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

refinancing-reversed - Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates

refinancing-reversed – Capitalizing on Rates Over the past year or so, there...

refinancing-reversed - Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates

refinancing-reversed – Capitalizing on Rates Over the past year or so, there...

Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

Bertram Financial - Post Friday Focus Summary
First Friday Focus: Estate Planning 101

The Basics of Estate Planning, with Nels Donovan Estate planning can often...

Bertram Financial - Post Friday Focus Summary
First Friday Focus: Estate Planning 101

The Basics of Estate Planning, with Nels Donovan Estate planning can often...

Financial Personalities
Financial Personality

  Financial Personalities: My son Asher has quite an entertaining personality. Whether...

Financial Personalities
Financial Personality

  Financial Personalities: My son Asher has quite an entertaining personality. Whether...

Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

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...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

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...