Dream Retirement Column
Financial Power Hour: All About Gifting
Financial Power Hour: All About Gifting Stay ahead of the financial curve with our latest market update. Discover the current trends in the stock market, bonds, cryptocurrencies, and precious metals…
Read MoreFall Tax Planning
As the crisp autumn air sets in, it’s time to shift our focus towards essential preparations for the upcoming winter season. Contrary to popular belief, taxes are not entirely beyond…
Read MoreEstate Tax Changes and Beneficiary Mistakes
Estate Tax Changes and Beneficiary Mistakes: Before I get into talking about the estate tax changes, I just want to take a minute and kind of define the term beneficiary. …
Read MoreHow the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard lots of talk about the $3.5 trillion spending bill being talked about in Washington right now, and you…
Read MoreRisks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income: October is here and Halloween is coming up, which means there are already some yards decorated with some very interesting…
Read MoreDoes Indexing Work?
Does Indexing Work? Using an indexing strategy the right way is similar to this coin toss story… My son Asa likes to pick up a coin, toss it in…
Read MorePower Hour: Little Known Financial Tool
Power Hour: Little Known Financial Tool A Market Update – What’s hot and what’s not! Stock Market, Bonds, Crypt0, Gold, and more Market Trends continue to be favorable, but there…
Read MoreLazy Money
Success is defined in many ways, but I would say for someone to be successful, one of the traits that they have to have is a good work ethic. …
Read MorePower Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan In this month’s market update, we take a closer look at the ever-evolving financial landscape to help you make informed decisions regarding your…
Read MoreFour Aspects Of Your Financial Life
Four Aspects Of Your Financial Life Do you ever notice how one part of your body affects every other part? For example, I’m sure so many people deal with…
Read More