Archive for December 2017

7 Secrets that will Help you Keep your New Year’s Resolutions!!!

Happy New Year!!!! As I write this I can’t believe another year has passed! Time just seems to fly by and the older I get the faster it goes. Did you know that New Year Resolutions Started back in 46B.C.? The origin of making New Year’s resolutions rests with the Babylonians, who reportedly made promises…

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The Christmas Story told by Mary!!!

I love hearing how different people felt during the birth of Jesus. Below is Jesus’ birth story told by Mary! One day, an angel named Gabriel came to me and told me that I was favored by God and that I would be the mother of the son of God. I thought, Me, the mother…

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Podcast – Does end of the year giving really make a difference?

Listen and Learn as Michelle shares what difference end of the year giving really makes – 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 retirees along with business consulting. Beverly Bertram specializes in retirement planning and income…

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Radio Clip – Does end of the year giving really make a difference?

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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Madison in the Morning Interview with Robin

Listen as Michelle shares with Robin the Proposed Changes to the Tax Code – 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 retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for…

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Does end of the year giving, really make a difference?

This weeks question came in by Mary in Darlington, WI Does year-end giving really make a difference?  The difference it makes for you!!! Charitable Giving – Year-end giving is always pushed for two reasons in my opinion. One, because giving is in the air with the Christmas season and two, in order to receive an…

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What Color is your Money?

I love driving around to see all the Christmas lights! Last night as we were looking at all beautiful lights, I notice that everyone has a different “mix” of lights they like! Some yards are very colorful… Some just have white lights… Some just red or green… It got me thinking about the Colors of…

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Radio Clip – How will the Tax Reform affect my Retirement?

Listen and Learn with Michelle. ___________________________________________________________________________________________________________________   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…

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Podcast – How will the Tax Reform affect my Retirement?

Listen and learn as Michelle explains how the Tax Reform could affect your Retirement – 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 retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning…

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How will the Tax Reform affect my retirement?

This week’s questions is from John in Fennimore, WI. How will the Tax Reform affect my retirement? John, Fennimore WI There have been rumors about lowering the maximum contributions to retirement plans, but as of now, that is not something we have saw in either the House or the Senate bill. For many retirees, the…

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