The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Market Update - Refinancing Reversed Taking Advantage of Higher Interest Rates

Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates

September 27, 2023

Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the…

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Tax Talk - Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes

September 20, 2023

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…

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Bertram Financial - Post Friday Focus Summary

Post Friday Focus Summary

September 13, 2023

The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…

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Financial Personalities

Financial Personality

September 6, 2023

  Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…

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Is -“In it for the Long Haul” - A Legitimate Investment Strategy

Is -“In it for the Long Haul” – A Legitimate Investment Strategy

August 30, 2023

Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…

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Bertram Financial - We've been talking this summer about the three different kinds of parts or aspects of an estate plan.

3 Goals of Estate Planning, Part 3 – Distributing Assets

August 23, 2023

We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved ones, if you’re…

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Part 2 - Planning For Incapacity

3 Goals Of Estate Planning Part 2 – Planning For Incapacity

August 18, 2023

3 Goals Of Estate Planning Part 2 – Planning For Incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main…

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First Friday Focus: Diving Into Social Security

First Friday Focus: Diving Into Social Security

August 9, 2023

First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan.  …

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