Financial Personality

Financial Personalities

  Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…

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Asset distribution plan

Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.

Asset distribution plan We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved…

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Prepare for incapacity

Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…

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May Market Update

May Market Update

It’s finally starting to feel like summer outside (t least for a few days). I feel like spring in the Midwest is really a combination of all the other seasons…

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