Tag: #RetirementLife
the Fed Move, Election Implications, and More
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

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

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

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

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

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

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...

Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

New Years Resolutions and the Balance Wheel
New Years Resolutions and the Balance Wheel

So, the time for New Year’s resolutions is almost here.   While...

New Years Resolutions and the Balance Wheel
New Years Resolutions and the Balance Wheel

So, the time for New Year’s resolutions is almost here.   While...

Gifts from a Financial Advisor
Gifts For You – New Webinars with Special Guests

Ho you know the 12 Days of Christmas actually starts on Christmas...

Gifts from a Financial Advisor
Gifts For You – New Webinars with Special Guests

Ho you know the 12 Days of Christmas actually starts on Christmas...

Hope
Hope

Hope. As I reflect on Christmas, and the meaning of Christmas, hope...

Hope
Hope

Hope. As I reflect on Christmas, and the meaning of Christmas, hope...

3 Unique Gift Ides
3 Unique Gift Ides

The countdown to Christmas has begun. Do you have your Christmas shopping...

3 Unique Gift Ides
3 Unique Gift Ides

The countdown to Christmas has begun. Do you have your Christmas shopping...

Financial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified

Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s...

Financial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified

Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s...

Retirement Procrastination - Bertram Financial
The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement?  ...

Retirement Procrastination - Bertram Financial
The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement?  ...

What Are The Fees?
What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

What Are The Fees?
What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

Retirement Planning - Where Do I Start?
Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Retirement Planning - Where Do I Start?
Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Power Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool

Power Hour: Little Known Financial Tool A Market Update – What’s hot...

Power Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool

Power Hour: Little Known Financial Tool A Market Update – What’s hot...