The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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3 Ways to Use Life Insurance In Your Estate Plan

3 Ways to Use Life Insurance In Your Estate Plan

May 16, 2023

When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…

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Women and Wealth - May Power Hour

Women and Wealth – May Power Hour

May 8, 2023

  Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…

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Tax Talk - To Convert or Not to Convert

Tax Talk – To Convert or Not to Convert

April 24, 2023

I was recently thinking about the game show Deal or No Deal. Do you remember that? It was all these briefcases and each contestant gets to choose different briefcases with…

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April 2023 Market Update

April 2023 Market Update

April 17, 2023

Recently, my neighbor hired my boys to take care of their cat and they were excited to receive $20 as their payment. It was a big deal for them to…

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April Power Hour -Take Charge of Your Taxes

April Power Hour -Take Charge of Your Taxes

April 10, 2023

Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…

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Understanding Investment Safety: How Safe is Your Money?

Investment Safety: Assessing Risk

April 4, 2023

Understanding Investment Safety: How Safe is Your Money? Recent news about bank failures and stock market volatility has raised concerns about the safety of investments, leading many people to wonder,…

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Important Memo – FDIC Bankers Lack Confidence in the FDIC

April 3, 2023

The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…

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Market Update - A Turbulent Ride

Market Update – A Turbulent Ride

March 14, 2023

“Hold on, we’re in for a bumpy ride.” When I hear those words, it reminds me of being in an airplane when you’re in turbulence. A few years ago, we…

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