The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Happy 4th of July! Celebrating independence and a look at our WHY

July 1, 2019

Everyone has a purpose, a why they do the work they do and while everyone may define that differently, a core value is usually financial security. This is the ability…

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What is the easiest way to handle a Retirement Plan that was set up through a previous employer?

June 25, 2019

Just to clarify, a retirement plan with an employer could be a 401(k), 403(b) or Simple IRA. The question on what to do with those accounts when you switch jobs…

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NIKE, Just do it.

June 14, 2019

5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this…

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Get an Integrated Blue Print, aka Business Plan for Life Part 2

June 10, 2019

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 2 An integrated blueprint or business plan…

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Get an Integrated Blue Print, aka Business Plan for Life Part 1

June 10, 2019

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 1 Having a plan with the flexibility…

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Find a Specialist

June 3, 2019

5 Principles to Restore Order and keep you well! Number Three – Find a Specialist (or two) The book, Three Cups of Tea is about a mountain climber who was…

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Begin with what’s Important

May 20, 2019

5 Principles to Restore Order and keep you well! Number Two – Begin with what’s Important In Steven Covey’s book, The 7 Habits of Highly Effective People, he says it…

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Start Today

May 13, 2019

5 Principles to Restore Order and keep you well! Number One – Start Today This is about making a decision. Decide comes from the same word as homicide, means to…

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