The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

Power of Attorney – The Most Important Document

May 17, 2021

Why do you need a power of attorney? Let’s imagine that you have the choice of investing in two different accounts, one will turn your $50,000 into $100,000 in two…

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First Friday: All About Real Estate

May 10, 2021

Today we’re talking all about real estate. If you Google real estate right now you may find all kinds of things about the current housing market, how crazy it is,…

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Green Money: The Best Kept Secret In The Financial World

May 3, 2021

This week we are continuing our talk about investing safely with green money. As we continue to look at the different colors of money, this week we’ll cover green money,…

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Picture of Wall Street and the American Flag - Investments - Bertram Financial

Stock Market Investments: Red Money

April 26, 2021

This week we are continuing our talk about different stock market investments as we talk about red money, stocks, bonds, mutual funds, ETFs, and more.   When I was a…

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Investment Vehicles – What Is Yellow Money?

April 19, 2021

This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy what yellow money is.   My son Asa is really into…

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401K Rollover Options 

April 12, 2021

Our topic today is 401K rollover options. Recently, I’ve had quite a few people ask me, “How can I roll my 401K?” “Should I roll my 401K?” “When can I…

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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

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 don’t want to…

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