Archive for August 2017

Are you complacent???

Whether you choose to work with a financial planner or not – you are choosing. Don’t become part of the status quo biases!!!   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…

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4 Simple Ways You Can Make a Educational Impact!!!

Making an impact doesn’t have to be elaborate or expensive. You can make an Educational Impact in so many ways. The common ways you may have already thought of or done are: Adopting a child globally Donating school supplies Volunteering at school events We wanted to share 4 ways you may not have thought of…

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What does Retirement Mean to you???

The DREAM Retirement process is not just about finances. It is what you DREAM to do in Retirement. What does that DREAM look like for you???   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…

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What do Mittens and Haiti have in Common?

Mittens and Haiti don’t seem like they would go together. Afterall, it is always hot in Haiti! But they do fit… They fit because of two individuals… These individuals are both retired (or partially)… These individuals both have talents… These individuals both have a passion… These individuals are not letting age stop them….   You see…

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