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
Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Read More
Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Read More
Survivor Income
Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Read More
Survivor Income
Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Read More
Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Read More
Power of Attorney - The Most Important Document
Power of Attorney – The Most Important Document

Why do you need a power of attorney? Let’s imagine that you...

Read More
401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Read More
401K Rollover
401K Rollover Options 

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Read More
Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Read More
Shifting Into Retirement Blog by Michelle Bertram
Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Read More
When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

Read More
When Should I Take Social Security?
When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

Read More
How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

Read More
How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have...

Read More
First Friday Live - Life's A Daring Adventure, and I'm Not Done Yet
First Friday Live: Daring Adventure Continues

Welcome to our First Friday Live where we speak with Mary Helen...

Read More
First Friday Live - Life's A Daring Adventure, and I'm Not Done Yet
First Friday Live: Daring Adventure Continues

Welcome to our First Friday Live where we speak with Mary Helen...

Read More
Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Read More
Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Read More
First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

Read More
First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

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