The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Timing Is Not The Key...Time In The Market Is

Timing Is Not The Key…Time In The Market Is

August 2, 2021

Timing Is Not The Key…Time In The Market Is: I don’t know if you’re a baseball fan, but did you ever notice that the pitcher in baseball often gets credit…

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A 5 Star Rating Equals A Good Fund

July 29, 2021

 VA 5 Star Rating Equals A Good Fund Football season is here. I’m so excited. I always love football season. If you’re not a football fan, stick with me here…

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Senior Couple - Reviewing Financials - Retirement Plan

Four Aspects Of Your Financial Life

July 19, 2021

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…

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Mid-Year Market Update

Mid-Year Market Update

July 12, 2021

It’s already July and we’re midway through 2021 so we just had a great call with our portfolio manager, Guy to talk about where the market is headed.    We’ve…

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Survivor Income

Survivor Income

June 29, 2021

Just recently Asher and I were putting together puzzles. He loves to do this and it’s a fun thing to do with him. We get this puzzle all put together,…

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Mid-Year Tax Planning Tips - Bertram Financial

Mid-Year Tax Planning Tips

June 23, 2021

This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article!  …

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Stocks vs. Other Investments: Common Wisdom

Stocks vs. Other Investments: Common Wisdom

June 15, 2021

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?   Stocks always outperform other investments.   Is that true or not? It’s kind of one of those common portfolio…

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Estate Planning Basics - Financial Planner Wisconsin

Estate Planning Basics

June 7, 2021

Estate Planning is really about control.  Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…

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