Getting Real with a Financial Advisor - Answering the Tough Questions

The Dream Retirement Blog

Try our
Featured blogs
Try our latest Insights
Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

Is -“In it for the Long Haul” - A Legitimate Investment Strategy
Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.
Asset distribution plan

Asset distribution plan We’ve been talking this summer about the three different...

Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.
Asset distribution plan

Asset distribution plan We’ve been talking this summer about the three different...

Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Bertram Financial First Friday Focus. All About Real Estate.
Friday Focus – All About Real Estate

   Friday Focus – All About Real Estate: Reverse Mortgage with...

Government Shutdown What It Means for Your Retirement
Government Shutdown: What It Means for Your Retirement

Government shutdowns have become a recurring headline in recent years — often...

Government Shutdown What It Means for Your Retirement
Government Shutdown: What It Means for Your Retirement

Government shutdowns have become a recurring headline in recent years — often...

Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

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