Archive for April 2018

Does volatility affect all retirement accounts?

This weeks question came in from Mark in Darlington, WI Does volatility affect all retirement accounts?  Market volatility will affect almost all retirement accounts to various degrees depending on how you are invested. We are at the top of a bull market in both the equity and bond markets. While most of the talk is…

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Question of the Week – Does volatility affect all retirement accounts?

  The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI – Listen to the Podcast here!!!   The Weekly Radio Clip   The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville Journal, Fennimore Times, Grant County Herald, Tri-Country Press, Republican Journal, Democrat  Tribune and the Post Messanger Recorder…

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Discover Mineral Point

Mineral Point had not only one but two exciting things happen last week. 1. We were voted America’s Favorite Craft town!!! You will see celebrations happen October 6 – 15th of this year. Stay tuned for all the exciting things that Mineral Point has planned. 2. Discover Wisconsin did an amazing episode on Mineral Point.  Watch it…

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Podcast – A Tax Day Reminder and What to Do With an Old 401k/403b/Etc.

Listen, Learn and Share as Michelle talks about reminders for tax day and what to do with an old 401K – 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…

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Radio Clip – Previous employment retirement accounts!

Listen, learn and share as Michelle talks about how to handle your retirement accounts from previous employment! ________________________________________________________________________________________ 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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20 Essential Cleaning Tips!!!

Spring has arrived, at least we hope!!! Which means it’s time to get your home in tip-top shape. A good, deep spring clean-up is a tradition that not only promotes wellness by keeping your environment clean and organized; it also helps carry the fresh-start feeling brought on by a new year well into the summer.…

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Podcast – Reducing your Tax Burden!

Listen, Learn and Share as Michelle Shares on our Podcast about reducing your tax burden – 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 – Tax Reduction!

Listen, Learn and Share as Michelle talks about Tax Reductions!!! ________________________________________________________________________________________ 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…

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