Tag: #financialsecurity
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
Different Types of Advisors and how to choose the right one

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

Bertram Financial - Tax Talk - The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many...

Bertram Financial - Tax Talk - The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many...

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...

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,...

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...

Important Memo – FDIC Bankers Lack Confidence in the FDIC

The FDIC is what insures your bank deposits and knowing something is...

Important Memo – FDIC Bankers Lack Confidence in the FDIC

The FDIC is what insures your bank deposits and knowing something is...

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...

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...

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...

Power Hour: Little Known Financial Tool
Financial Power Hour: All About Gifting

Financial Power Hour: All About Gifting Stay ahead of the financial curve...

Power Hour: Little Known Financial Tool
Financial Power Hour: All About Gifting

Financial Power Hour: All About Gifting Stay ahead of the financial curve...

Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Risks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Risks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Does Indexing Work? 
Does Indexing Work? 

Does Indexing Work? Using an indexing strategy the right way is similar...

Does Indexing Work? 
Does Indexing Work? 

Does Indexing Work? Using an indexing strategy the right way is similar...

senior old couple on the beach - life insurance - bertram financial
Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

senior old couple on the beach - life insurance - bertram financial
Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Information Equals Power and Sophistication
Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Information Equals Power and Sophistication
Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Professional Management Equals Better Returns
Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Professional Management Equals Better Returns
Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

More Risks Equals More Rewards
More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

More Risks Equals More Rewards
More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Timing Is Not The Key...Time In The Market Is
Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Timing Is Not The Key...Time In The Market Is
Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...