Bert Whitehead, MBA, JD
Cambridge Connection, Inc.
Bio - Bert Whitehead (PDF)
Creative Budgeting Process
Create more value in your life without enduring deprivation.
Donor Advised Funds: Strategies and Tax Advantages
Learn how to save taxes by integrating your investments with your philanthropy and involve your children in this process.
Financial Issues in Second Marriages
This presentation focuses on essential conversations to clarify values and set financial boundaries before they become problems.
Individualized Investment Tax Efficiency by Including Real Estate as an Investment Asset
Learn the importance of including your home and realty as an integrated part of your portfolio.
Navigating Shifting Economic Cycles (or, “Yikes, What Do We Do Next?")
This clear, simple explanation will show you how to keep a balanced portfolio when the economy is in flux.
Real Estate Strategies
There are some basic strategies your agent won’t tell you to negotiate the purchase or sale of your home, vacation home, or rentals.
The Big Lie: Give Me Your Money and I’ll Make You Rich
This presentation discusses why people should distrust investment managers.
Your Money Personality
Determine which of the personality types you are and how this impacts your financial decisions as well as your relationship with your spouse.