Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Linkedin-in Facebook-f Youtube
schedule a virtual coffee chat
Free Financial Planning
Tag: #retirementperfected
Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Read More
Financial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Read More
Financial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified

Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s...

Read More
Financial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified

Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s...

Read More
Happy Thanksgiving - Do You Need An Indian?
Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone.   Hope you have a great week with family...

Read More
Happy Thanksgiving - Do You Need An Indian?
Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone.   Hope you have a great week with family...

Read More
Power Hour: Little Known Financial Tool
Financial Power Hour: All About Gifting

Financial Power Hour: All About Gifting Stay ahead of the financial curve...

Read More
Power Hour: Little Known Financial Tool
Financial Power Hour: All About Gifting

Financial Power Hour: All About Gifting Stay ahead of the financial curve...

Read More
Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

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

Read More
Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

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

Read More
Survivor Income
Survivor Income

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

Read More
Survivor Income
Survivor Income

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

Read More
Women and Wealth Week
Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Read More
Women and Wealth Week
Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Read More
Women - Money - Power
Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Read More
Women - Money - Power
Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Read More
Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Read More
Image of Jim Crump and Michelle Bertram - Health Insurance - Wisconsin
Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Read More
When Should I Take Social Security?
When Should I Take Social Security?

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

Read More
When Should I Take Social Security?
When Should I Take Social Security?

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

Read More
How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

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

Read More
How Can I Create Income In Retirement?
How Can I Create Income In Retirement?

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

Read More
Health Insurance After Retirement

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

Read More
Health Insurance After Retirement

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

Read More
Retirement Procrastination - Bertram Financial
The Greatest Threat to Retirement is Procrastination

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

Read More
Retirement Procrastination - Bertram Financial
The Greatest Threat to Retirement is Procrastination

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

Read More
What Are The Fees?
What Are The Fees?

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

Read More
What Are The Fees?
What Are The Fees?

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

Read More
Retirement Planning - Where Do I Start?
Retirement Planning – Where Do I Start?

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

Read More
Retirement Planning - Where Do I Start?
Retirement Planning – Where Do I Start?

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

Read More
Power Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool

Power Hour: Little Known Financial Tool A Market Update – What’s hot...

Read More
Power Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool

Power Hour: Little Known Financial Tool A Market Update – What’s hot...

Read More