Financial Tips
Bertram Financial: How to Stress Test Your Financial Portfolio
In the realm of investment management, ensuring the effectiveness of your portfolio strategy is paramount. It’s not just about knowing what funds you hold or their current balances; it’s…
Read MoreThe Top 3 Financial Resolutions That You Can Accomplish
As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…
Read MoreDifferent Types of Advisors and how to choose the right one
Retirement is a significant milestone in life, marked by transitions and reflections on one’s financial journey. In a recent conversation with a retired business leader, I gained valuable insights into…
Read MoreYear-End Planning: What’s Important and What’s Not
As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…
Read MoreMaximizing Charitable Giving with your IRA
Let’s take a closer look into the interconnected themes of charitable giving and minimum distributions from IRAs, exploring the nuanced strategy of Qualified Charitable Distributions (QCDs) and how they can…
Read MoreLong Term Care Awareness Month – Common MisConceptions.
As we navigate the twists and turns of life, certain topics demand our attention, and one such critical aspect is long-term care. With November designated as National Long-Term Care Awareness…
Read MoreTax Talk – The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…
Read MorePlanning for Healthcare in Retirement
First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning for Healthcare in Retirement:As the seasons change and we transition into fall, it’s a fitting time to discuss…
Read MoreDeciphering Fed – Managing Market
Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…
Read MoreRefinancing Pause – Capitalizing on Rates
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the…
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