The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement

October 26, 2021

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard lots of talk about the $3.5 trillion spending bill being talked about in Washington right now, and you…

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Securing Retirement: Part 2

Securing Retirement: Part 2

October 18, 2021

Risks and How To Protect Your Money & Retirement Income – Part 2: Trick or treating is coming up.    Did you ever think about that? Who would ever choose…

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Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income

October 14, 2021

Risks and How To Protect Your Money & Retirement Income: October is here and Halloween is coming up, which means there are already some yards decorated with some very interesting…

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Does Indexing Work? 

Does Indexing Work? 

September 28, 2021

Does Indexing Work?  Using an indexing strategy the right way is similar to this coin toss story…   My son Asa likes to pick up a coin, toss it in…

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senior old couple on the beach - life insurance - bertram financial

Is Life Insurance Expensive?

September 21, 2021

In honor of National Life Insurance Awareness Month, I want to spend some time today talking about the different types of life insurance and a few of the different reasons…

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Power Hour: Little Known Financial Tool

Power Hour: Little Known Financial Tool

September 13, 2021

Power Hour: Little Known Financial Tool A Market Update – What’s hot and what’s not! Stock Market, Bonds, Crypt0, Gold, and more Market Trends continue to be favorable, but there…

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Lazy Money

Lazy Money

September 7, 2021

Success is defined in many ways, but I would say for someone to be successful, one of the traits that they have to have is a good work ethic.   …

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Information Equals Power and Sophistication

Information Equals Power and Sophistication

September 1, 2021

Information Equals Power and Sophistication Is financial education important? How do you know your financial advisor is good?    We all know people who are book smart and common-sense stupid. …

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