Posts Tagged ‘wealthmanagement’
April Friday Focus: Upcoming Election and Your Retirement
As election season approaches, many find themselves facing uncertainty about how political events will impact their financial well-being and their retirement. From market volatility to potential changes in tax…
Read MoreEaster Bunnies Versus The Real Meaning Of Easter
Have you ever found yourself questioning the peculiarities of life, such as a snowstorm in April or the curious blend of Easter bunnies with the profound celebration of resurrection?…
Read MoreBertram 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 MoreFriday Focus: Buyer Beware
Embarking on a journey into gold and silver investing unveils a world of potential opportunities and challenges. In two illuminating discussions, we delve into the intricate details of these…
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 MorePrepare for incapacity
Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…
Read More4 Ways to Reduce or Avoid Capital Gains Tax
Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…
Read MoreFriday Focus – All About Real Estate
Friday Focus – All About Real Estate: Reverse Mortgage with Steve Kalscheur I’ve been working with reverse for the last 15 years. I worked specifically with the government-insured loan,…
Read MoreFirst Friday Focus – Men & Money
The Man’s Role – Some things are changing, and some are not. The days of I Love Lucy when the men went to work and the women stayed home and…
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