Posts Tagged ‘#retirementgoals’
Tax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
Read More3 Goals of Estate Planning, Part 3 – Distributing Assets
We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved ones, if you’re…
Read More3 Goals Of Estate Planning Part 2 – Planning For Incapacity
3 Goals Of Estate Planning Part 2 – Planning For Incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main…
Read MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read MoreAre You Protected If You Need Long Term Care?
Are You Protected If You Need Long Term Care? Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary…
Read MoreBertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes…
Read MoreFinancial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way to think about planning and hear what is most are the most important things you should do in…
Read MoreNew Years Resolutions and the Balance Wheel
So, the time for New Year’s resolutions is almost here. While most New Year’s resolutions fail, I think it is important to always have goals and be striving for…
Read MoreGifts For You – New Webinars with Special Guests
Ho you know the 12 Days of Christmas actually starts on Christmas Day? So we’re still celebrating the Christmas season and with that thought, we want to roll out…
Read MoreHope
Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me. Maybe that’s because there’s a lot of areas…
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