Retirement Planning - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Retirement Planning

A Business Plan for Life

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

A Business Plan for Life

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

Survivor Income

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

Survivor Income

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

Power of Attorney – The Most Important Document

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

Power of Attorney – The Most Important Document

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

401K Rollover Options

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

401K Rollover Options

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

Shifting Into Retirement

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

Shifting Into Retirement

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

When Should I Take Social Security?

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

When Should I Take Social Security?

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

How Can I Create Income In Retirement?

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

How Can I Create Income In Retirement?

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

First Friday Live: Daring Adventure Continues

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

First Friday Live: Daring Adventure Continues

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

Minimizing Taxes In Your Retirement Accounts

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

Minimizing Taxes In Your Retirement Accounts

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

First Friday Live – End of Year Planning

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

First Friday Live – End of Year Planning

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

Tax Planning and Investing – Part 1

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

Tax Planning and Investing – Part 1

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

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Do I Need Life Insurance?

For just coming out of September and life insurance awareness month I...

Do I Need Life Insurance?

For just coming out of September and life insurance awareness month I...

The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement? ...

The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement? ...

What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

Are We There Yet?

Are we there yet? How much longer? I just recently got back...

Are We There Yet?

Are we there yet? How much longer? I just recently got back...

Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...