Featured Blogs
Do I Need Life Insurance?
For just coming out of September and life insurance awareness month I thought I’d take some time and talk about the question, “Do I need life insurance in my retirement…
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The Greatest Threat to Retirement is Procrastination
What do you think is the greatest threat to your retirement? Is it this election and who may win? Maybe you think it’s the Democrats, maybe you think it’s…
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Conservation Easements and Opportunity Zones
Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…
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Should I Buy Gold and Silver?
hould I Buy Gold and Silver? Should I Buy Gold and Silver? That’s a question we often hear. In fact, in this last year, it has become more and…
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How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes? I think it’s safe to say that none of us need to be reminded an election is coming up this year.…
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What Are The Fees?
What Are The Fees? That’s a question we often get. What is the fee to work with us? What are the fees that I’m currently paying on my account? Are…
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Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…
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Retirement Planning – Where Do I Start?
Retirement Planning – Where Do I Start? The other night it was about 11:30 pm, I’m sleeping, and I heard something fly into my room. Wake up a little bit…
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