Posts Tagged ‘#retirementgoals’
The 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 MoreAre You Protected If You Need Long Term Care?
Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary stocks (non-internet)… while Tech earnings are pulling back modestly…
Read MoreBertram Financial Weekly Estate Planning Spotlight
In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes to estate planning. So often,…
Read MoreFinancial Power Hour: 2022 Checklist Challenge
Start 2022 with a new way to think about planning and hear what is most are the most important things you should do in 2022 from the eyes of a…
Read MoreNew Years Resolutions and the Balance Wheel
So, the time for New Year’s resolutions is almost here. While most New Year’s resolutions fail, I think it is important to always have goals and be striving for…
Read MoreGifts For You – New Webinars with Special Guests
Do you know the 12 Days of Christmas actually starts on Christmas Day? So we’re still celebrating the Christmas season and with that thought, we want to roll out…
Read MoreHope
Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me. Maybe that’s because there’s a lot of areas…
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 MoreFinancial Power Hour: Tax Complexities Simplified
Market Update -What’s hot and what’s not! -What is the outlook for the market? Truth about the 60/40 portfolio and bond alternatives. Where Crypto and Gold & Silver fit in…
Read MoreHappy Thanksgiving – Do You Need An Indian?
Happy Thanksgiving everyone. Hope you have a great week with family and friends and take some time to count your blessings! Let’s take a second to think about…
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