Retirement Planning
Markets Surge Despite Global Tensions: Weekly Financial Recap
Markets Surge Despite Global Tensions – The final week of June brought a remarkable blend of market optimism and global uncertainty. Despite escalating geopolitical tensions in the Middle East and…
Read MoreThe Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
As retirement draws closer, many people experience a shift—not just emotionally or mentally—but financially as well. This shift requires more than simply saving and hoping your portfolio grows. It’s what…
Read MoreA Balanced Look at This Investment Strategy
The “Sell in May and Go Away” strategy is a well-known adage in the investment world, suggesting that investors should exit the stock market in May and return in November…
Read MoreMarket Volatility, Retirement Strategies, and the Power of Purpose-Driven Living
Welcome back to the Dream Retirement Podcast! After a short break, we’re excited to resume our discussions on financial security, retirement planning, and investment strategies. In this post, we’ll cover…
Read MoreThe Ultimate Checklist to Help Navigate Retirement in Volatile Markets
The Ultimate Checklist to Help Navigate Retirement in Volatile Markets Remember When Bouncing Back Was Easy? Think back to when you were a kid. You’d fall off your bike, scrape…
Read MoreQ4 2024 MARKET REPORT
Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…
Read MoreYear-End Planning: What’s Important and What’s Not
As we find ourselves in the midst of the festive season, it’s heartening to have you alongside as we delve into crucial considerations that often extend beyond the immediate financial…
Read MoreLong Term Care Awareness Month – Common MisConceptions.
Common MisConceptions – As we navigate the twists and turns of life, certain topics demand our attention, and one such critical aspect is long-term care. With November designated as National…
Read MorePlanning for Healthcare in Retirement
First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning for Healthcare in Retirement:As the seasons change and we transition into fall, it’s a fitting time to discuss…
Read MoreTax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
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