Retirement Planning - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Retirement Planning

Inspiring Women Recap

Inspiring Women Recap: We had a great time at the Inspiring Women...

Inspiring Women Recap

Inspiring Women Recap: We had a great time at the Inspiring Women...

Important Questions YOU Need Answered (part 1)

Important Questions YOU Need Answered (part 1): There is lots of talk...

Important Questions YOU Need Answered (part 1)

Important Questions YOU Need Answered (part 1): There is lots of talk...

Social Security Timing Myth

Retirement Myth – There is a Perfect Time to Take Social Security...

Social Security Timing Myth

Retirement Myth – There is a Perfect Time to Take Social Security...

Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

Retirement Myth – Diversification Pixie Dust

Retirement Myth – Diversification Pixie Dust Diversification means I have low risk,...

Retirement Myth – There is no magic number!

Retirement Myth – There is no magic number! How Much Do I...

Retirement Myth – There is no magic number!

Retirement Myth – There is no magic number! How Much Do I...

Retirement Myths – Not Enough

Retirement Myths – Not Enough We recently sat down with a couple...

Retirement Myths – Not Enough

Retirement Myths – Not Enough We recently sat down with a couple...

Inspiring Women (part 1)

My Name is Jane… I raised my kids, have worked at a...

Inspiring Women (part 1)

My Name is Jane… I raised my kids, have worked at a...

What’s UP or should I say DOWN with the Stock Market?

What’s UP or should I say DOWN with the Stock Market? In...

What’s UP or should I say DOWN with the Stock Market?

What’s UP or should I say DOWN with the Stock Market? In...

Inspiring Women (part 2)

Women – Despite all the challenges you face, you continue to revolutionize...

Inspiring Women (part 2)

Women – Despite all the challenges you face, you continue to revolutionize...

More than Money (Part 1)

More than Money (Part 1) More than Money – Life Reimagined Retirement...

More than Money (Part 1)

More than Money (Part 1) More than Money – Life Reimagined Retirement...

Individual Stocks vs Mutual Funds and ETFs

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

Individual Stocks vs Mutual Funds and ETFs

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

April Friday Focus: Upcoming Election and Your Retirement

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

April Friday Focus: Upcoming Election and Your Retirement

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

Bertram Financial: How to Stress Test Your Financial Portfolio

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

Bertram Financial: How to Stress Test Your Financial Portfolio

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

Creating Multigenerational Wealth: Strategies For Each Generation

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

Creating Multigenerational Wealth: Strategies For Each Generation

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

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

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

The Ultimate Checklist to Help Navigate Retirement in Volatile Markets

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

Best Top 3 Financial Resolutions That You Can Accomplish

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

Best Top 3 Financial Resolutions That You Can Accomplish

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

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

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

Year-End Planning: What’s Important and What’s Not

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

Year-End Planning: What’s Important and What’s Not

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

The New Role of a CPA

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

The New Role of a CPA

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

Tax Talk – To Convert or Not to Convert

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

Tax Talk – To Convert or Not to Convert

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