The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Bertram Financial First Friday Focus, Men and Money, June 2, 2023

First Friday Focus – Men & Money

June 3, 2023

The Man’s Role – Some things are changing, and some are not. The days of I Love Lucy when the men went to work and the women stayed home and…

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Green Money: The Best Kept Secret In The Financial World

Kolbe Index

June 2, 2023

A few years back, my sister and I attended a business training conference where they discussed a personality test that compared different types of vehicles. We were sitting in different…

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May Market Update

May Market Update

May 19, 2023

It’s finally starting to feel like summer outside (t least for a few days). I feel like spring in the Midwest is really a combination of all the other seasons…

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3 Ways to Use Life Insurance In Your Estate Plan

3 Ways to Use Life Insurance In Your Estate Plan

May 16, 2023

When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…

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Women and Wealth - May Power Hour

Women and Wealth – May Power Hour

May 8, 2023

  Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…

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Tax Talk - To Convert or Not to Convert

Tax Talk – To Convert or Not to Convert

April 24, 2023

I was recently thinking about the game show Deal or No Deal. Do you remember that? It was all these briefcases and each contestant gets to choose different briefcases with…

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April 2023 Market Update

April 2023 Market Update

April 17, 2023

Recently, my neighbor hired my boys to take care of their cat and they were excited to receive $20 as their payment. It was a big deal for them to…

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April Power Hour -Take Charge of Your Taxes

April Power Hour -Take Charge of Your Taxes

April 10, 2023

Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…

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