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  • Home
  • Our Team
  • Work With Us
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    • Estate Preservation
    • Tax Planning
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    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
    • Life Balance
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Posts Tagged ‘wealthbuilder’

Tax Talk – The Hidden Healthcare Tax

By Michelle Bertram | October 18, 2023 | 0
Bertram Financial - Tax Talk - The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…

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Friday Focus – All About Real Estate

By Michelle Bertram | July 18, 2023 | 0
Bertram Financial First Friday Focus. All About Real Estate.

   Friday Focus – All About Real Estate: Reverse Mortgage with Steve Kalscheur I’ve been working with reverse for the last 15 years. I worked specifically with the government-insured…

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3 Ways to Use Life Insurance In Your Estate Plan

By Michelle Bertram | May 16, 2023 | 0
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…

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April Power Hour -Take Charge of Your Taxes

By Michelle Bertram | April 10, 2023 | 0
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…

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The Magic of Green Money

By Michelle Bertram | March 6, 2023 | 0
The Magic of Green Money

Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…

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Suprise! Taxes from Investments

By Michelle Bertram | February 20, 2023 | 0
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…

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February Power Hour – State of the Union

By Michelle Bertram | February 6, 2023 | 0
February Power Hour - State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…

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Tax Talk – The Secure Act 2.0

By Michelle Bertram | January 30, 2023 | 0
Tax Talk - The Secure Act 2.0

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…

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January Market Update – The 60/40 Rule is Dead

By Michelle Bertram | January 23, 2023 | 0
January Market Update - The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…

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The Greatest Gift of Christmas

By Michelle Bertram | December 20, 2022 | 0
The Greatest Gift of Christmas

Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…

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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/.

 

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