The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Should You Rebalance Your Portfolio?

July 28, 2020

Should You Rebalance Your Portfolio? Portfolio Rebalancing Do you ever read an article that just kind of makes you kind of tense up and go, “Oh!” ???? You tense up…

Live and Leave A Legacy

July 21, 2020

Will You Leave A Legacy? In the past week, I’ve had to attend a couple of funerals. One was for a young girl, only 24, killed tragically in a car…

Will The Stock Market Crash Again?

July 15, 2020

Will The Stock Market Crash Again? I’m not a big fan of the heat. The only thing I think this summer heat is good for is being at the pool…

Index Annuities and Your Retirement

July 7, 2020

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just opened this week so now it really does feel like summer. The kids were so excited to go…

Are We There Yet?

June 30, 2020

Are we there yet? How much longer? I just recently got back from a road trip with my kids down to Branson, Missouri. And needless to say, I heard those…

Take Back Control or Your Financial Future

June 9, 2020

What does your financial future look like? Is financial security even possible? Can I even retire? Is my whole retirement plan going to change? Will I have to go back…

Retirement Investment Mix Guidelines

January 27, 2020

What is a good investment mix for someone in retirement? Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides.…

SECURE Act (part 3)

January 20, 2020

SECURE Act (part 3) 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…