The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

Self-Defense Courses

February 22, 2019

We recently joined a networking group in our area and part of our mission was to give back to our communities. This is a scary world that we are living…

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10 Lessons from Past Presidents…

February 15, 2019

In celebration of Presidents day yesterday, we thought it only fitting to share with you money lessons that presidents of our past lived by and taught us while in office. Let’s…

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Should I convert to a ROTH IRA?

February 15, 2019

Should I convert to a ROTH IRA? Sam, Darlington WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip…

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In today’s environment, what is a good investment mix for someone in retirement?

February 8, 2019

In today’s environment, what is a good investment mix for someone in retirement? Mark in Barneveld, WI Learn what it means to be independent and free financially below 2 different…

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Haiti Update and Upcoming Trip – You can help!

January 31, 2019

As you may know, we support four orphanages in Haiti, going once a year to visit and check on them. Last year on our trip, we discovered real issues with…

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What is the best investment in 2019?

January 31, 2019

What is the best investment in 2019? Pat in Belmont, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio…

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My New Year Resolution – get financial organized! How?

January 17, 2019

My New Year Resolution – get financial organized! How?  Dale in Monroe, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to…

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Common Myths About Retirement, Uncovered!!!

January 14, 2019

Common Myths About Retirement ~ January 23rd 11am @ the Platteville Public Library If your like most people you have many questions about retirement. There is a lot of advice…

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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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