The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

More than Money – Life Reimagined part 2

July 29, 2019

Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define retirement;…

Read More →

Common Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”

July 22, 2019

Pros – Accurate information is important. Investors have access to more information now due to the Internet.  Cons – Power through information is weakened since everybody has access to the…

Read More →

More than Money (Part 1)

July 15, 2019

More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others it’s the…

Read More →

Common Portfolio Wisdom – A GOOD FUND = 5-STAR RATING

July 8, 2019

Pros – Rates management quality and consistency. Can demonstrate how that fund could perform in a certain market. Cons – If the market trend changes, the fund’s style and holdings…

Read More →

Happy 4th of July! Celebrating independence and a look at our WHY

July 1, 2019

Everyone has a purpose, a why they do the work they do and while everyone may define that differently, a core value is usually financial security. This is the ability…

Read More →

What is the easiest way to handle a Retirement Plan that was set up through a previous employer?

June 25, 2019

Just to clarify, a retirement plan with an employer could be a 401(k), 403(b) or Simple IRA. The question on what to do with those accounts when you switch jobs…

Read More →

NIKE, Just do it.

June 14, 2019

5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this…

Read More →

Get an Integrated Blue Print, aka Business Plan for Life Part 2

June 10, 2019

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 2 An integrated blueprint or business plan…

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!