Tag: #FinancialServices

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...

May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

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,...

Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

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...

Creating Multigenerational Wealth: Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth...

Creating Multigenerational Wealth: Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth...

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...

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...

Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

When Should I Take Social Security?

That’s a question we hear often, and you may not like the...