The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

Image of black woman - office picture - financial wisconsin

More Risks Equals More Rewards

August 17, 2021

The boys and my Dad and I recently went to a Brewers game. I love that one of the stats that they’re continually showing on the big scoreboards here is…

Read More →

Power Hour: The New Proposed Tax Plan

August 9, 2021

A Market Update – What’s hot and what’s not! Stock Market, Bonds, Crypt0, Gold, and Silver Tip of the Month – Don’t Stop Learning! Free PDF of Michelle’s picks for…

Read More →

Timing Is Not The Key…Time In The Market Is

August 2, 2021

I don’t know if you’re a baseball fan, but did you ever notice that the pitcher in baseball often gets credit with the win or the loss?    However, sometimes…

Read More →

A 5 Star Rating Equals A Good Fund

July 29, 2021

Football season is here. I’m so excited. I always love football season. If you’re not a football fan, stick with me here because there’s a really important analogy I want…

Read More →
Senior Couple - Reviewing Financials - Retirement Plan

Four Aspects Of Your Financial Life

July 19, 2021

Do you ever notice how one part of your body affects every other part?    For example, I’m sure so many people deal with back pain. I’ve had it for…

Read More →
Stock Market Update Image - Bertram Financial

Mid-Year Market Update

July 12, 2021

It’s already July and we’re midway through 2021 so we just had a great call with our portfolio manager, Guy to talk about where the market is headed.    We’ve…

Read More →

Survivor Income

June 29, 2021

Just recently Asher and I were putting together puzzles. He loves to do this and it’s a fun thing to do with him. We get this puzzle all put together,…

Read More →
Mid-Year Tax Planning Tips - Bertram Financial

Mid-Year Tax Planning Tips 

June 23, 2021

This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article!  …

Read More →
We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Bellville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL

Search Blog Categories

Want to share this blog page? Click the links below!