The Retirement Shift

The Retirement Shift Presented By Bertram Financial

  As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…

Read More

Friday Focus: Buyer Beware

Bertram Financial discusses about some of the common financial products or investments being pushed and what you should be aware of before you buy

  Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions, we delve into the intricate details of these…

Read More

Prepare for incapacity

Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…

Read More