Retirement Planning - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Retirement Planning

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...

Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

Market Update

This week my son, Asa, is participating in a rite of passage...

Market Update

This week my son, Asa, is participating in a rite of passage...

The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

Getting Financially Organized for Retirement: A Complete Guide to Planning Your Dream Future

Planning for retirement can feel overwhelming. Between deciding how much money you’ll...

Getting Financially Organized for Retirement: A Complete Guide to Planning Your Dream Future

Planning for retirement can feel overwhelming. Between deciding how much money you’ll...

The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or...

The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

The Retirement Shift

As you approach retirement, a significant shift in mindset and...

May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...

The World of Bonds

The World of Bonds The Conservative 60/40 Portfolio The World of...