Archive for June 2017

Radio Clip – Retiring with a Written Plan

Having a written plan is a major key in retirement. Those with it, feel more confident. Learn why in this radio clip!   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 – Free the Girls!!!

Learn about Free the Girls and how you can help as well!   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…

Read More

What does Financial Freedom Mean to You?

As we look forward to celebrating the 4th and the freedom we enjoy because of independence day, we thought it would be a great time to talk about financial freedom. What does financial freedom mean to you? Freedom: the power or right to act, speak or think as one wants without hindrance or restraint the…

Read More

I will Persist without Exception!!!

‘The Traveler’s Gift’ – Andy Andrews All men are driven by faith or fear, both are the same.   A man of fear lives on the edge of insanity!   A man of faith lives in perpetual reward!   Reason never makes room for miracles Faith releases miracles.   A person depressed spends too much…

Read More

Free the Girls – Bra Drive Locations!

We are so happy to announce 4 locations that you can give your Bra to for FREE the GIRLS!!! 1 – Berndt CPA  Contact name: Jay Mouille Address: 2009 W Beltline Hwy #100 Madison, WI 53713   2 – Randstad Technologies  Contact name: Ryan Geier  Address: 10 E Doty St #800 Madison, WI 53703   3 – Saalsaa Bros Inc –…

Read More

How to Retire Confidently!!!

The #1 Fear that retirees have in retirement is that they will run out of money.  A recent survey of 3,000 retirees showed that 61% of those feared running out of money more than they feared death.  That number drops down to only 18% if they were working with a financial planner.  Working with a…

Read More

The #1 Fear that Retirees Face!!!

Do you know how to overcome that #1 Fear that you will face in Retirement?   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…

Read More

Plan for a long life!!!

Is your retirement set up to last you if you live a long life?   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…

Read More

Retirement Income Planning Checklist!!!

Our checklist includes 10 main areas you need to focus on during retirement to make sure your DREAM Retirement happens!   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…

Read More

2nd Longest Stock Market Bull Run!!!

This has been the 2nd longest bull run in the stock market, it will correct itself, eventually. How to not become complacent during this bull run!   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…

Read More