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Posts Tagged ‘investingplanning’

Market Update – A Turbulent Ride

By Michelle Bertram | March 14, 2023 | 0

“Hold on, we’re in for a bumpy ride.” When I hear those words, it reminds me of being in an airplane when you’re in turbulence. A few years ago, we…

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The Magic of Green Money

By Michelle Bertram | March 6, 2023 | 0

Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…

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Estate Planning Spotlight – Feb 28

By Michelle Bertram | February 28, 2023 | 0

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…

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Suprise! Taxes from Investments

By Michelle Bertram | February 20, 2023 | 0

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…

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February 2023 Market Update – 2023 Opportunities

By Michelle Bertram | February 13, 2023 | 0

Market Outlook ~ rising interest rates, market volatility, inflation…  Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…

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February Power Hour – State of the Union

By Michelle Bertram | February 6, 2023 | 0

Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do.  Jim and Dory have answered that question for…

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January 2023 Power Hour – DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA

By Michelle Bertram | January 17, 2023 | 0

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…

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Tax Talk – Taking money from your IRAs tax-free

By Michelle Bertram | November 21, 2022 | 0

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…

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The Health Insurance Tax, Penalty or Refund?

By Michelle Bertram | October 24, 2022 | 0

  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…

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Market Update – Returns vs Results

By Michelle Bertram | October 17, 2022 | 0

Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little bit more in depth with this.…

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Recent Posts

  • Market Update – A Turbulent Ride
  • The Magic of Green Money
  • Estate Planning Spotlight – Feb 28
  • Suprise! Taxes from Investments
  • February 2023 Market Update – 2023 Opportunities

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