Tag: #financialsecurity

The Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More As a parent, I...

The Fed Move, Election Implications, and More

The Fed Move, Election Implications, and More As a parent, I...

What Is An Annuity?

Annuity. When you hear that word, some people have a reaction. Sometimes...

What Is An Annuity?

Annuity. When you hear that word, some people have a reaction. Sometimes...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

Individual Stocks vs Mutual Funds and ETFs

Today, I’m excited to delve into a topic that’s unique to...

Individual Stocks vs Mutual Funds and ETFs

Today, I’m excited to delve into a topic that’s unique to...

April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

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...

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...

A Business Plan for Life

Do you ever notice how one part of your body affects every...

A Business Plan for Life

Do you ever notice how one part of your body affects every...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money

Success is defined in many ways, but I would say for someone...

Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...