Estate Preservation
Estate Planning Spotlight – Feb 28
If you think about the medieval period, what comes to mind? For me, it’s kings, queens, knights, and castles with moats. I was just reading a book with Asa about…
Read MoreJanuary 2023 Power Hour – DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read MoreWork With a Trusted Advisor!
Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner websites, that going out alone…
Read MoreBertram Financial, August 15th, Market Update
In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes. July was a great month…
Read MoreInflation Protection and Wealth Insurance
Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…
Read More3 Unique Gift Ides
The countdown to Christmas has begun. Do you have your Christmas shopping done? I know it’s said that it’s more blessed to give than to receive, but sometimes it feels…
Read MoreLong Term Care Awareness
Did you know that November is National Hunger Awareness Month, National Vegan Awareness Month, which my sister would love, National AIDS Awareness Month, Diabetes Awareness Month, and National Long Term…
Read MoreEstate Tax Changes and Beneficiary Mistakes
Before I get into talking about the estate tax changes, I just want to take a minute and kind of define the term beneficiary. Often when we think about…
Read MoreEstate Planning Basics
Estate Planning is really about control. Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…
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