The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin

Health Insurance Options

April 5, 2021

Welcome to our First Friday event where we’ll be talking about Health Insurance Options with Jim Crump of US Health Advisors. Oftentimes, there can be so many different health insurance…

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Shifting Into Retirement Blog by Michelle Bertram

Shifting Into Retirement

March 29, 2021

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka income), especially for someone who’s getting close to or in retirement. As people get closer to retirement they…

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Picture Of Growing Investment | Bertram Financial

Building An Investment Portfolio

March 22, 2021

Are you wondering how to build an investment portfolio? The simple truth is not all portfolios are not created equal and building an investment portfolio can be a complex process.…

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Market Update

Market Update

March 15, 2021

Rob Brinkman We have seen recent gyrations in the stock market and the bond, but nobody really pays attention to the bond market, although we should. Today we’re speaking with…

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Picture of Gold and Silver Bars - Bertram Financial

Do Gold and Silver Have A Place Inside My Portfolio?

March 8, 2021

During our First Friday LIVE this past week I spoke with Ryan Long, President of National Gold Consultants in Monticello, Minnesota. We focused on gold and silver and if they…

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When Should I Take Social Security?

When Should I Take Social Security?

March 1, 2021

That’s a question we hear often, and you may not like the answer so much. My answer is it depends.  When I say that,  I often think of my kids…

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How Can I Create Income In Retirement?

How Can I Create Income In Retirement?

February 22, 2021

When it comes to retirement, one of the biggest challenges we have to face is how to create income in retirement.    When you’re working for years, one of the…

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Credit Card Processing & Savings

The Collaborative: New Tax Credits To Help Communities

February 16, 2021

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax…

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