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Tag: wealthadvisor
What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

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What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

Read More
Easter Bunnies By Bertram Financial
Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

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Easter Bunnies By Bertram Financial
Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Read More
The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Read More
The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Read More
4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

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4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Read More
Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Read More
Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Read More
Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

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Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

Read More
April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

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April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

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Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Read More
Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

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Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Read More
Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

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Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

Read More
What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

Read More
What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

Read More
Easter Bunnies By Bertram Financial
Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Read More
Easter Bunnies By Bertram Financial
Easter Bunnies Versus The Real Meaning Of Easter

Easter Bunnies Versus The Real Meaning Of Easter Have you ever found...

Read More
The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Read More
The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Read More
4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Read More
4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Read More
Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Read More
Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Read More
Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

Read More
Women and Wealth - May Power Hour
Women and Wealth – May Power Hour

Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in...

Read More
April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Read More
April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Read More
Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Read More
Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Read More
Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Read More
Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

Read More
Tax Talk - The Secure Act 2.0
Tax Talk – The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The...

Read More