Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Linkedin-in Facebook-f Youtube
schedule a virtual coffee chat
Free Financial Plan

Getting Real with a Financial Advisor - Answering the Tough Questions

The Dream Retirement Blog

Try our
Featured blogs
Mutual Funds vs. Stocks: Here's the Truth
Correlation vs diversification by bertram financial
Try our latest Insights
Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Read More
Picture Of Growing Investment | Bertram Financial
Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Read More
Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Read More
Picture of Gold and Silver Bars - Bertram Financial
Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Read More
When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

Read More
When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

Read More
How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

Read More
How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

Read More
Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Read More
Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Read More
Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

Read More
Picture of Financial Advisor - Michelle Bertram
Should I Sell?

I was just on a phone call this week reviewing a client’s...

Read More
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse

The holiday season brings something special—that warm feeling when we support causes...

Read More
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse

The holiday season brings something special—that warm feeling when we support causes...

Read More
Why Now Is the Time to Protect Your Retirement Savings and Take Advantage of Higher Interest Rates
Why Now Is the Time to Protect Your Retirement Savings and Take Advantage of Higher Interest Rates

Thanksgiving is a time to reflect on gratitude and the year’s harvest...

Read More
Why Now Is the Time to Protect Your Retirement Savings and Take Advantage of Higher Interest Rates
Why Now Is the Time to Protect Your Retirement Savings and Take Advantage of Higher Interest Rates

Thanksgiving is a time to reflect on gratitude and the year’s harvest...

Read More
We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL