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Tag: #RetirementLife
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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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...

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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...

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The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

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The Retirement Shift Presented By Bertram Financial
The Retirement Shift

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

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Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

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

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Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

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

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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...

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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...

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

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

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

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

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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...

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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...

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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...

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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...

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Hope
Hope

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

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Hope
Hope

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

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3 Unique Gift Ides
3 Unique Gift Ides

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

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3 Unique Gift Ides
3 Unique Gift Ides

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

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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...

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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...

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