The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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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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The Magic of Green Money

The Magic of Green Money

March 6, 2023

Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…

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Estate Planning Spotlight - Feb 28

Estate Planning Spotlight – Feb 28

February 28, 2023

Estate Planning Spotlight – Feb 28: If you think about the medieval period, what comes to mind? For me, it’s kings, queens, knights, and castles with moats. I was just…

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Suprise! Taxes from Investments

Suprise! Taxes from Investments

February 20, 2023

Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…

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February 2023 Market Update - 2023 Opportunities

February 2023 Market Update – 2023 Opportunities

February 13, 2023

Market Outlook ~ rising interest rates, market volatility, inflation…  Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…

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February Power Hour - State of the Union

February Power Hour – State of the Union

February 6, 2023

Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…

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