The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

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.…

Read More →

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…

Read More →
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…

Read More →
Social Security Blog - Bertram Financial

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…

Read More →

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…

Read More →
Tax Credit - Small Business

The Collaborative: New Tax Credits To Help Communities

February 16, 2021

New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced…

Read More →

First Friday Live – State of the Market in 2021

February 8, 2021

Thanks for joining today. I am so excited for this First Friday Live. For those of you joining us, you’ll notice that we don’t have Guy with us today, as…

Read More →
What Is An Annuity? - Michelle Bertram

What Is An Annuity?

January 31, 2021

Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s…

Read More →
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, Bellville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL

Search Blog Categories

Want to share this blog page? Click the links below!