Posts by bertram

Should I convert to a ROTH IRA?

To convert or not to convert…It depends! Converting to a ROTH IRA means that you would pay the tax now on some or all of your IRA’s in exchange for tax-free growth and withdrawals on that money going forward. While tax-free growth and tax-free income in retirement or tax-free inheritance to beneficiaries is always preferable,…

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Is Picking an Advisor like Luck of the Irish?

Are all advisors the same? How do I know if I am working with a specialist? Jim, Spring Green WI In this complex area of retirement planning, you need to work with a specialist. A specialist focuses on you, works exclusively with people just like you and is an acknowledged all-star.   A Specialist Focuses…

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Self-Defense Courses

We recently joined a networking group in our area and part of our mission was to give back to our communities. This is a scary world that we are living in… I think you would agree!!! So we decided to partner with a Self-Defense instructor and offer Free Self-Defense Courses to our communities!!! Our Mission: Is to equip, train, protect, educate and help defend our communities through self-defense in both technical training and education awareness.…

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10 Lessons from Past Presidents…

In celebration of Presidents day yesterday, we thought it only fitting to share with you money lessons that presidents of our past lived by and taught us while in office. Let’s start with George Washington!!! He taught lessons 1 & 2… 1. Washington wrote in a letter almost 240 years ago that the way to pay old…

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Should I convert to a ROTH IRA?

Should I convert to a ROTH IRA? Sam, Darlington WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville Journal, Fennimore Times,…

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Haiti Update and Upcoming Trip – You can help!

As you may know, we support four orphanages in Haiti, going once a year to visit and check on them. Last year on our trip, we discovered real issues with the director at one orphanage, she became greedy for personal gain and started neglecting the kids. Most of the kids had lost weight. It was…

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What is the best investment in 2019?

What is the best investment in 2019? Pat in Belmont, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville Journal, Fennimore…

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My New Year Resolution – get financial organized! How?

My New Year Resolution – get financial organized! How?  Dale in Monroe, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville…

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Common Myths About Retirement, Uncovered!!!

Common Myths About Retirement ~ January 23rd 11am @ the Platteville Public Library If your like most people you have many questions about retirement. There is a lot of advice out there but much of it is untrue or outdated. At this event you will find out why everything you have heard about retirement is…

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