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Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

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Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

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Bertram Financial - Post Friday Focus Summary
First Friday Focus: Estate Planning 101

The Basics of Estate Planning, with Nels Donovan Estate planning can often...

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Bertram Financial - Post Friday Focus Summary
First Friday Focus: Estate Planning 101

The Basics of Estate Planning, with Nels Donovan Estate planning can often...

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Financial Personalities
Financial Personality

  Financial Personalities: My son Asher has quite an entertaining personality. Whether...

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Financial Personalities
Financial Personality

  Financial Personalities: My son Asher has quite an entertaining personality. Whether...

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

Just recently the topic of investments came up during a summertime deck...

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

Just recently the topic of investments came up during a summertime deck...

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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

Asset distribution plan We’ve been talking this summer about the three different...

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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

Asset distribution plan We’ve been talking this summer about the three different...

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Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

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Prepare for incapacity
Prepare for incapacity

Prepare for incapacity: In part one, we touched a bit about things...

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December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

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December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

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Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse

The holiday season brings something special—that warm feeling when we support causes...

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Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse
Smart Giving: How to Turn Your IRA into a Tax-Free Charitable Powerhouse

The holiday season brings something special—that warm feeling when we support causes...

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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