The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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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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Tax Talk - The Secure Act 2.0

Tax Talk – The Secure Act 2.0

January 30, 2023

Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…

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January Market Update - The 60/40 Rule is Dead

January Market Update – The 60/40 Rule is Dead

January 23, 2023

January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…

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Jim Kackley's DREAM Story

Jim Kackley’s DREAM Story

January 17, 2023

DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…

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2023 is HERE! Happy New Year!

2023 is HERE! Happy New Year!

January 9, 2023

2023 is HERE! Happy New Year!   Happy New Year, I can’t believe it’s already 2023! If you are like most, you’re thinking about New Year’s resolutions. Many times, New…

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The Greatest Gift of Christmas

The Greatest Gift of Christmas

December 20, 2022

Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…

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December Market Update - Tax Harvesting

December Market Update – Tax Harvesting

December 13, 2022

December Market Update – Tax Harvesting   This is the last market update of 2022. I can’t believe how time has flown. However, it’s been quite a rocky ride that…

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