Archive for October 2017

Radio Clip – How do I Guarantee Income in Retirement?

Listen and Learn   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 Beverly Bertram are authors of the book,…

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Radio Clip – Will the Market Trick or Treat You?

Warren Buffet has over a billion dollars in cash right now. Listen to learn why!   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…

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Radio Clip – Will the Trump’s Tax Reform Affect Retirement?

Will the Trump’s Tax Reform Affect 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 and Beverly Bertram are…

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6 things a Blanket can do!

A blanket is a symbol of love, comfort, and warmth. However, did you know the 6 other things blankets help with? 1 – A Good Night Sleep A blanket provides you with an environment that is most conducive to sleep. 2 – A Secure Feeling The weight distribution of a blanket helps to stimulate a…

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What is Wisdom?

“Knowledge speaks but wisdom listens.” – Jimi Hendrix Wisdom is the ability to see the future consequences of our choices.   That ability can give you a completely different perspective on what the future might look like.   Most people can tell good from bad.   However, it takes a truly wise person to discern…

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When do I take Social Security?

“When do I take Social Security?” – Dave in Darlington asked. This is a common question most retirees have… It is not an easy question… There is not as easy as an age… It is kinda like farming… If I were to ask a farmer when I should harvest my crop they would ask questions……

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When to start taking Social Security!

When do I start taking Social Security is a question we get asked a lot. Listen as Michelle answers that question live on the radio.     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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