
January Market Update – The 60/40 Rule is Dead: As we just...

January Market Update – The 60/40 Rule is Dead: As we just...

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

End of Year Planning and Gifting: Wins of the Month Nels shared...

End of Year Planning and Gifting: Wins of the Month Nels shared...

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update – Returns vs Results: Market Update – Returns vs Results...

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

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

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

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

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

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

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

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

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

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

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

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

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

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

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