Tag: #FinancialAdvisor

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

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

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...

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;...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

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? Market Updates Earnings...

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: Wins of the Month Nels shared...

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 Hidden Health Insurance Tax...

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! Power Hour Summary Wins of...

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, In this monthly installation of our...

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

August: Universal Family Office Intro

August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...

August: Universal Family Office Intro

August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...

Tag: #FinancialAdvisor

4 Ways to Reduce or Avoid Capital Gains Tax

4 Ways to Reduce or Avoid Capital Gains Tax

Friday Focus – All About Real Estate

Friday Focus – All About Real Estate

Estate Planning Spotlight – Taking Care of Loved Ones

Estate Planning Spotlight – Taking Care of Loved Ones

The New Role of a CPA

The New Role of a CPA

First Friday Focus – Men & Money

First Friday Focus – Men & Money

May Market Update

May Market Update

3 Ways to Use Life Insurance In Your Estate Plan

3 Ways to Use Life Insurance In Your Estate Plan

Women and Wealth – May Power Hour

Women and Wealth – May Power Hour

April Power Hour -Take Charge of Your Taxes

April Power Hour -Take Charge of Your Taxes

Investment Safety: Assessing Risk

Investment Safety: Assessing Risk

Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care?

End of Year Planning and Gifting

End of Year Planning and Gifting

The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax Penalty or Refund?

The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead!

Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update

Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight

Tax Talk

Tax Talk

Bertram Financial August 15th Market Update

Bertram Financial August 15th Market Update

August: Universal Family Office Intro

August: Universal Family Office Intro