The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Bertram Financial - Post Friday Focus Summary

First Friday Focus: Estate Planning 101

September 13, 2023

The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…

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Financial Personalities

Financial Personality

September 6, 2023

  Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…

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

Long-Term Investment Strategy Valid

August 30, 2023

Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…

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

Asset distribution plan

August 23, 2023

Asset distribution plan We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved…

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Prepare for incapacity

Prepare for incapacity

August 18, 2023

Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…

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First Friday Focus: Diving Into Social Security

First Friday Focus: Diving Into Social Security

August 9, 2023

First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan.  …

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4 Ways to Reduce or Avoid Capital Gains Tax

4 Ways to Reduce or Avoid Capital Gains Tax

August 2, 2023

Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…

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Bertram Financial First Friday Focus. All About Real Estate.

Friday Focus – All About Real Estate

July 18, 2023

  Friday Focus – All About Real Estate: Reverse Mortgage with Steve Kalscheur I’ve been working with reverse for the last 15 years. I worked specifically with the government-insured loan,…

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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

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