fbpx Skip to content
Bertram Financial

  Linkedin   

Schedule a Virtual Coffee Chat

MENU
  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Financial Personalities
    • Register for First Friday Focus
    • White Paper Archives
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
    • Radio Interviews
  • Contact
MENU
×
  • Home
  • Meet Us
  • Work With Us
    • Financial Planning
    • Speaking
  • Blog
  • Resources
    • Financial Personalities
    • Register for First Friday Focus
    • White Paper Archives
    • Life Balance
    • Our Book – “Creating Your Dream Retirement”
    • Friends and Family
    • The Collaborative
    • Radio Interviews
  • Contact

Power Hour

Women and Wealth – May Power Hour

By Michelle Bertram | May 8, 2023 | 0
Women and Wealth - May Power Hour

  Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…

Read More

The Magic of Green Money

By Michelle Bertram | March 6, 2023 | 0
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…

Read More

February Power Hour – State of the Union

By Michelle Bertram | February 6, 2023 | 0
February Power Hour - State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…

Read More

Jim Kackley’s DREAM Story

By Michelle Bertram | January 17, 2023 | 0
Jim Kackley's DREAM Story

DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…

Read More

End of Year Planning and Gifting

By Michelle Bertram | December 6, 2022 | 0
End of Year Planning and Gifting

End of Year Planning and Gifting:   Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is…

Read More

Are You Protected If You Need Long Term Care?

By Michelle Bertram | November 7, 2022 | 0
Are You Protected If You Need Long Term Care?

Are You Protected If You Need Long Term Care? Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary…

Read More

The Health Insurance Tax Penalty or Refund?

By Michelle Bertram | October 24, 2022 | 0
The Health Insurance Tax, Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…

Read More

Bertram Financial August 15th Market Update

By Michelle Bertram | August 15, 2022 | 0
Tax Talk

Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…

Read More

August Power Hour – Intro to the Universal Family Office

By Michelle Bertram | August 8, 2022 | 0
August Power Hour - Intro to the Universal Family Office

August Power Hour – Intro to the Universal Family Office   August Power Hour Summary Market Updates  Ask Why? Why supply chain issues, why high gas, what’s the underlining motive……

Read More

Inflation Protection and Wealth Insurance

By Michelle Bertram | July 25, 2022 | 0
Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…

Read More
Older Posts »

Recent Posts

  • Tax Talk – Reducing Estate Taxes
  • Post Friday Focus Summary
  • Financial Personality
  • Is -“In it for the Long Haul” – A Legitimate Investment Strategy
  • 3 Goals of Estate Planning, Part 3 – Distributing Assets

Monthly Archives

Categories

Register for Monthly Newsletter

You’ve been successfully subscribed to receive an email notification when a new post is published!

Bertram Financial

Contact Us

Phone: 608.987.1511
Email: fullcircle@bertramfinancial.com

Our Location

229 High St.
Mineral Point, WI 53565
Get Directions

Connect

Disclosures

Privacy Policy
Terms of Use
ADV 2
Ethics Pledge
Social Media Disclaimer
IAPD

Check Us Out

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

These resources are for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The information posted on Bertram Financials’ social media sites (“Sites”) should not be construed as a specific recommendation by Bertram Financial, its principals, or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice.

Any opinions expressed on Bertram Financials’ Sites are as of the date of publication and are subject to change. Information that Bertram Financial shares on such Sites is taken from sources that Bertram Financial believes to be reliable, but is not guaranteed by Bertram Financial for accuracy or completeness.

Bertram Financial is not affiliated with the sites on which we may post and has no control over how LinkedIn, Facebook, Google+, or other third parties will use the information shared on the Sites.

We recommend you read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to these.

Call Now Button
Verified by ExactMetrics