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...

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...