The Dream Retirement Blog

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 questions quite a few times. If you’ve ever taken a road trip with kids, you probably know exactly what I’m talking about! Anyway, I hear…

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Take Back Control or Your Financial Future

June 9, 2020

Is financial security even possible? Can I even retire? Is my whole retirement plan going to change? Will I have to go back to work? These questions come when we don’t have a plan in place to address life’s uncertainties. Most financial plans right now are nothing more than sales gimmicks intended to sell you…

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The Secrets to Buy Low, Sell High

May 26, 2020

Buy low and sell high. You have probably heard that said a hundred a thousand times in your life. The question becomes, how do you do that? How do you know when it’s the highest point to sell? How do you know when it’s the lowest point to buy? Unless you’re hiding some crystal ball,…

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We are here for you…

May 22, 2020

… and what matters most in life!

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Beware of Bonds

May 18, 2020

  When markets are volatile, like they have been this year, conservative investors tend to try to move more of their accounts to bonds, to reduce risk. The problem with that is that bonds are not risk-free. Wharton’s finance professor Jeremy Siegel recently did an interview on CNBC and he issued a warning to bondholders.…

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Covid-19 and Retirement

May 8, 2020

There has been much talk about who is at risk most health-wise from this virus, we all know economically businesses are being affected and unemployment is high, but there is another “at-risk” group that is receiving very little attention. That group is the retirees and the soon-to-be retirees. For those planning to retire in the…

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Summary of the relief measures contained in the CARES Act

March 31, 2020

Provides recovery checks to most taxpayers, providing cash immediately to individuals and families. Individuals are eligible for checks up to $1,200 and married couples filing jointly are eligible for checks up to $2,400, with an extra $500 for each child. Even people with no income and or only Social Security income are eligible. So that…

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COVID 19 – New Market Era?

March 17, 2020

Common Portfolio Wisdom ~ “WE’RE IN A NEW ERA… OLD MARKET RULES DON’T APPLY” Pros – Many new factors: Internet, Baby Boomers, Global Markets, COVID 19 Cons – The appearance that we are smarter or this has never happened. Factors change; results consistent. Society may change, but human nature doesn’t. Axiom – We are never…

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