Archive for September 2017

Love Languages

Did you know that there are 5 Love Languages people speak? Did you also know that you show love how you speak it? Have you ever come across a problem with someone close to you saying that you don’t love them? But to you, you have been showing them love all along. Love in your…

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Radio Clip – How Much Do You Need to Retire???

One of the most common questions asked in regards to retirement is: How much do I need to retire??? Michelle, answers that question in the best possible way. Listen 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…

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Warren Buffet’s Investing Rules!!!

“Risk comes from not knowing what you are doing.” – Warren Buffett I think we could all agree that Warren Buffett was a smart man. I mean he is the most successful investor of the 20th century. And today he is the 3rd RICHEST person in the world!!! His rules of Investing were…. Never lose…

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Can’t track the stock market like you can track a hurricane!!!

Hurricanes are horrendous, the disaster they leave in their wake is devastating. Just look at Harvey and Irma. However, the thing about hurricanes is that they can be tracked, exact times when they will hit can be seen. That is NOT the stock market. Listen and learn why!!! Michelle Bertram and Beverly Bertram are financial…

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Hurricanes, Monsoons, Tropical Storms, Flash Floods and Hope!!!

Over a half of billion people have been affected by the recent weather activities from around the world. The US has experienced horrific Hurricanes with Harvey, Irma and soon to be Jose. Mexico was hit by an 8.1 magnitude earthquake and Hurricane Katia is on its way to them now. China, Bangladesh, India, Sierra Leone,…

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Back to School

You don’t need a PHD to live your DREAM 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 her clients. Michelle Bertram…

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What is Red Money???

“We want the blue team, right mom?” – says Asa This is the question Asa often asks in the gym or at the field. Blue is for the Pointers – our school’s team color. When you think about it we associate a lot to color!!! Teams we cheer for… Traffic signs…. So we decided to…

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How Education Makes a Difference!!!

“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela   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…

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