Posts Tagged ‘insurance’
First Friday Focus: Diving Into Social Security
First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan. …
Read More3 Ways to Use Life Insurance In Your Estate Plan
When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…
Read MoreThe Health Insurance Tax Penalty or Refund?
The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results: Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress…
Read MoreBertram Financial August 15th Market Update
Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…
Read MoreInflation Protection and Wealth Insurance
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…
Read MoreJune Power Hour – Men and Money
June Power Hour – Men and Money June Power Hour – Men and Money have been accepted to be the breadwinner and CEO or the house and…
Read MoreInvestment Vehicles – What Is Yellow Money?
Investment Vehicles – What Is Yellow Money? For the Video version of the following post – Click HERE. This week we’re talking about different investment vehicles. Part of that will…
Read MoreFebruary Power Hour – The Smartest Investment
February Power Hour – The Smartest Investment Below are some of the things we discussed in our February Power Hour / Market Update What drove the market’s returns in 2021…
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