The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

What is a good investment mix for someone in retirement?

January 27, 2020

Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides. The more spinning and turning, the better. I remember adults…

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SECURE Act (part 3)

January 20, 2020

A SECURE Act provision will make it easier and less expensive for small business owners to set up retirement plans for employees. The new rule will let more small businesses…

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SECURE Act (part 2)

January 13, 2020

Stricter rules for post-death required minimum distributions curtail ‘Stretch IRAs’: The Secure Act requires most non-spouse IRA and retirement plan beneficiaries to drain inherited accounts within 10 years after the…

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Secure Act (part 1)

January 7, 2020

President Trump signed the SECURE Act the end of 2019 as part of the government’s spending bill and it will inevitably affect most retirement savers, for better or worse. The…

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Identity Theft (part 2)

December 10, 2019

You might not realize all the ways someone can steal your identity, like Employment and Tax-Related Fraud, Credit Card Fraud, Phone and Utilities Fraud, Bank Fraud, Loan and Lease Fraud,…

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Identity Theft (part 1)

December 9, 2019

This topic has been on our minds for a while, but we had to do something after learning what happened to John. It was… The Most Upsetting, Emotional, and Time-Consuming…

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Opportunity Zones (part 2)

December 2, 2019

Opportunity Zones were created in the 2017 tax reform to encourage investors to reinvest their capital gains into these areas, in exchange for certain Federal (and possibly State) capital gains tax…

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Opportunity Zones (part 1)

November 25, 2019

Opportunity Zones were created through the Tax Cuts and Jobs Act of 2017. Opportunity Zones are low-income census tracts nominated by U.S. State Governors and certified by the U.S. Department…

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