Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Linkedin-in Facebook-f Youtube
schedule a virtual coffee chat
Free Financial Plan
Category: Retirement Planning
Tax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Read More
Tax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Read More
September Power Hour - Life Insurance Awareness Month
September Power Hour – Life Insurance Awareness Month

September Power Hour – Life Insurance Awareness Month “Enjoy the little things...

Read More
September Power Hour - Life Insurance Awareness Month
September Power Hour – Life Insurance Awareness Month

September Power Hour – Life Insurance Awareness Month “Enjoy the little things...

Read More
Top 5 Retirement Questions Most People Don't Ask
Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Read More
Top 5 Retirement Questions Most People Don't Ask
Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Read More
Tax Talk
Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Read More
Tax Talk
Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Read More
Inflation Protection and Wealth Insurance
Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to...

Read More
Inflation Protection and Wealth Insurance
Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to...

Read More
May Power Hour - Women and Wealth
May Power Hour – Women and Wealth

May Power Hour – Women and Wealth    Women today have...

Read More
May Power Hour - Women and Wealth
May Power Hour – Women and Wealth

May Power Hour – Women and Wealth    Women today have...

Read More
I don't want to lose money, what do I do?
I don’t want to lose money! What should I do?

  I have never heard anyone say they want to lose money!...

Read More
I don't want to lose money, what do I do?
I don’t want to lose money! What should I do?

  I have never heard anyone say they want to lose money!...

Read More
Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Read More
Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Read More
How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

Read More
How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

Read More
Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Read More
Securing Retirement: Part 2
Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Read More
Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Read More
Individual Stocks vs Mutual Funds and ETFs by michelle bertram and portfolio manager guy riccardi
Individual Stocks vs Mutual Funds and ETFs

 Today, I’m excited to delve into a topic that’s unique to...

Read More
Upcoming election and your retirement by bertram financial
April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

Read More
Upcoming election and your retirement by bertram financial
April Friday Focus: Upcoming Election and Your Retirement

April Friday Focus: Upcoming Election and Your Retirement As election season approaches,...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial: How...

Read More
How to Stress Test Your Financial Portfolio By Bertram Financial
Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial: How to Stress Test Your Financial Portfolio Bertram Financial: How...

Read More
Creating Multigenerational Wealth Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth...

Read More
Creating Multigenerational Wealth Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation

Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth...

Read More
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When...

Read More
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When...

Read More
The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Read More
The Top 3 Financial Resolutions That You Can Accomplish
Best Top 3 Financial Resolutions That You Can Accomplish

As we embrace the dawn of a new year, the ethereal beauty...

Read More
Different Types of Advisors and how to choose the right one
Different Types of Advisors and how to choose the right one

Different Types of Advisors and how to choose the right one ...

Read More
Different Types of Advisors and how to choose the right one
Different Types of Advisors and how to choose the right one

Different Types of Advisors and how to choose the right one ...

Read More
Year-End Planning: What's Important and What's Not
Year-End Planning: What’s Important and What’s Not

As we find ourselves in the midst of the festive season, it’s...

Read More
Year-End Planning: What's Important and What's Not
Year-End Planning: What’s Important and What’s Not

As we find ourselves in the midst of the festive season, it’s...

Read More
The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

Read More
The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

Read More
Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

Read More
Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

Read More