Discover Mineral Point

Mineral Point had not only one but two exciting things happen last week. 1. We were voted America’s Favorite Craft town!!! You will see celebrations happen October 6 – 15th of this year. Stay tuned for all the exciting things that Mineral Point has planned. 2. Discover Wisconsin did an amazing episode on Mineral Point.  Watch it…

Read More

Podcast – A Tax Day Reminder and What to Do With an Old 401k/403b/Etc.

Listen, Learn and Share as Michelle talks about reminders for tax day and what to do with an old 401K – HERE ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes…

Read More

Radio Clip – Previous employment retirement accounts!

Listen, learn and share as Michelle talks about how to handle your retirement accounts from previous employment! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income…

Read More

20 Essential Cleaning Tips!!!

Spring has arrived, at least we hope!!! Which means it’s time to get your home in tip-top shape. A good, deep spring clean-up is a tradition that not only promotes wellness by keeping your environment clean and organized; it also helps carry the fresh-start feeling brought on by a new year well into the summer.…

Read More

Podcast – Reducing your Tax Burden!

Listen, Learn and Share as Michelle Shares on our Podcast about reducing your tax burden – here!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income…

Read More

Radio Clip – Tax Reduction!

Listen, Learn and Share as Michelle talks about Tax Reductions!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and…

Read More

Costs in Retirement – Part 2

I have the cable package with Direct TV, and I really don’t need half of these channels that they offer. I only need some of the kid channels and the sport channels. But in order to get them all, I have to pay for all these additional channels that I don’t need. It’s paying for,…

Read More

Costs in Retirement – Part 1

While it is true nothing is free, it is also important not to overpay. Hidden fees, high fees or paying for services you don’t need are all costly. Let’s start with investments. The trio listed above can greatly reduce investment returns over time. The key with investments is to be sure you are receiving value…

Read More