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  • Home
  • Our Team
  • Work With Us
    • Financial Planning
    • Speaking
    • Estate Preservation
    • Tax Planning
  • Blog
  • Resources
    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
    • Life Balance
    • Radio Interviews
    • Friends and Family
    • Virtual Coffee Chat
    • The Retirement Toolkit
    • The Women’s Retirement Toolkit
  • FAQs
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Posts Tagged ‘#retirementincome’

When Should I Take Social Security?

By Michelle Bertram | March 1, 2021 | 0
When Should I Take Social Security?

That’s a question we hear often, and you may not like the answer so much. My answer is it depends.  When I say that,  I often think of my kids…

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How Can I Create Income In Retirement?

By Michelle Bertram | February 22, 2021 | 0
How Can I Create Income In Retirement?

When it comes to retirement, one of the biggest challenges we have to face is how to create income in retirement.    When you’re working for years, one of the…

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Health Insurance After Retirement

By Michelle Bertram | November 1, 2020 | 0

Health Insurance After Retirement Answering the health insurance question of where you’re going to get health coverage sometimes becomes one of the biggest hurdles to retirement or one of the…

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The Greatest Threat to Retirement is Procrastination

By Michelle Bertram | October 4, 2020 | 0
Retirement Procrastination - Bertram Financial

What do you think is the greatest threat to your retirement?   Is it this election and who may win? Maybe you think it’s the Democrats, maybe you think it’s…

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What Are The Fees?

By Michelle Bertram | September 7, 2020 | 0
What Are The Fees?

What Are The Fees? That’s a question we often get. What is the fee to work with us? What are the fees that I’m currently paying on my account? Are…

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Retirement Planning – Where Do I Start?

By Michelle Bertram | August 23, 2020 | 0
Retirement Planning - Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was about 11:30 pm, I’m sleeping, and I heard something fly into my room. Wake up a little bit…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, a registered investment advisor with the state of Wisconsin. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of this information contained shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC insured.

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