The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Man with laptop - risk and retirement income - financial advisor madison, wi

Risks and How To Protect Your Money & Retirement Income – Part 2

October 18, 2021

Trick or treating is coming up.    Did you ever think about that? Who would ever choose trick over treat?    Now I get it. It’s supposed to be that…

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Risks and How To Protect Your Money & Retirement Income

October 14, 2021

October is here and Halloween is coming up, which means there are already some yards decorated with some very interesting things… My son Asher loves to look at it; the…

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Does Indexing Work? 

September 28, 2021

  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 the air,…

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Is Life Insurance Expensive?

September 21, 2021

In honor of National Life Insurance Awareness Month, I want to spend some time today talking about the different types of life insurance and a few of the different reasons…

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Power Hour: Little Known Financial Tool

September 13, 2021

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 are aspects of concern that could…

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Lazy Money

September 7, 2021

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.   …

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Information Equals Power and Sophistication

September 1, 2021

Is financial education important? How do you know your financial advisor is good?    We all know people who are book smart and common-sense stupid.    People that have all…

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Professional Management Equals Better Returns

August 24, 2021

Does more expensive mean it’s better? I know that’s always something where we think, or if it’s too cheap and that means that it’s not good quality. Sometimes we think…

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We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Bellville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL

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