Posts Tagged ‘wealth planning’
Tax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
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 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 MoreTop 5 Retirement Questions Most People Don’t Ask
Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just…
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 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 MoreGreen Money: Finance’s Hidden Gem
Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…
Read MoreI don’t want to lose money! What should I do?
I have never heard anyone say they want to lose money! As we move closer to retirement and beyond, losing money becomes a bigger concern for most people, you…
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