Tax Planning
Suprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read MoreTax Talk – The Secure Act 2.0
The SECURE ACT 2.0 This was signed on December 23, as part of the Omnibus Appropriations package. The main purpose was funding the federal government but it was filled with…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs to pay for long term care costs and in…
Read MoreThe Health Insurance Tax, Penalty or Refund?
The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You may have never thought about it…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress away from a client. Often, this has…
Read MoreSeptember Power Hour – Life Insurance Awareness Month
“Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault Market Updates Earnings & Valuations Corporate earning continued…
Read MoreTax Talk
Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that he shared, talking…
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 MoreA number of things to do and 1 thing to NOT do
2022 has been a year of volatility. It seems like every month just a little bit crazier! With that in mind and really no end in sight, let’s talk about…
Read MoreMay Power Hour – Women and Wealth
Women today have much to celebrate Over the past few generations, women have made impressive social strides and are more educated, earn higher income and assume a more powerful…
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