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Tag: #RetirementLife
Happy Thanksgiving - Do You Need An Indian?
Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone.   Hope you have a great week with family...

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Happy Thanksgiving - Do You Need An Indian?
Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone.   Hope you have a great week with family...

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Power Hour: Little Known Financial Tool
Financial Power Hour: All About Gifting

Financial Power Hour: All About Gifting Stay ahead of the financial curve...

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Power Hour: Little Known Financial Tool
Financial Power Hour: All About Gifting

Financial Power Hour: All About Gifting Stay ahead of the financial curve...

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Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

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

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Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

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

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Survivor Income
Survivor Income

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

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Survivor Income
Survivor Income

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

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Women and Wealth Week
Women and Wealth Week

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

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Women and Wealth Week
Women and Wealth Week

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

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Women - Money - Power
Women – Money – Power

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

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Women - Money - Power
Women – Money – Power

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

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Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

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

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Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

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

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When Should I Take Social Security?
When Should I Take Social Security?

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

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When Should I Take Social Security?
When Should I Take Social Security?

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

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How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

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How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

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Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

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Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

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

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

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

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

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What Are The Fees?
What Are The Fees?

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

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What Are The Fees?
What Are The Fees?

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

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

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

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

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

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

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

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

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

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