The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Senior Couple - Reviewing Financials - Retirement Plan

Four Aspects Of Your Financial Life

July 19, 2021

Do you ever notice how one part of your body affects every other part?    For example, I’m sure so many people deal with back pain. I’ve had it for…

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Stock Market Update Image - Bertram Financial

Mid-Year Market Update

July 12, 2021

It’s already July and we’re midway through 2021 so we just had a great call with our portfolio manager, Guy to talk about where the market is headed.    We’ve…

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Survivor Income

June 29, 2021

Just recently Asher and I were putting together puzzles. He loves to do this and it’s a fun thing to do with him. We get this puzzle all put together,…

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Mid-Year Tax Planning Tips - Bertram Financial

Mid-Year Tax Planning Tips 

June 23, 2021

This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article!  …

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Stocks and Stock Market Image - Bertram Financial Blog

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?

June 15, 2021

Stocks always outperform other investments.   Is that true or not? It’s kind of one of those common portfolio wisdom things that everyone has heard and kind of takes to…

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Estate Planning Basics - Financial Planner Wisconsin

Estate Planning Basics

June 7, 2021

Estate Planning is really about control.  Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…

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Women and Wealth Week

June 2, 2021

Women and Wealth Week Highlights We just held a week-long session called Women and Wealth Week where we discussed all the different ways that women can become involved, educated, and…

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Women, Money, Power

May 24, 2021

My dog had puppies. Eight cute adorable little Goldendoodle puppies and as we are finding homes for them often people are asking about their personalities.   Are they playful? Are…

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