The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs


April 29, 2019

  Pros – Better potential long-term results if properly tactically managed in today’s market. Cons – Styles such as asset allocation and modern portfolio theory, systems, methods, and experience are…

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April 22, 2019

  Pros – True on a tax basis. Emotional selling is rarely good Cons – When the market recovers after a long-term decline, the investor has to make a larger…

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Common Portfolio Wisdom – The Key to Safety is Diversification

April 15, 2019

Pros – Gains in one asset class may offset losses in another. Diversification offers more stability than holding just one asset. Cons – There are periods when many asset classes…

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Business Owners – Tax Updates and Tips

April 8, 2019

As we approach April 15th, many business owners may still be wondering what the impact will be of the Trump Jobs and Tax Act, on 2018 taxes. Many file extensions…

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Pay less taxes?

April 2, 2019

How is it possible that there are others I have heard of making more than me and paying less in taxes? Justice Learned Hand answer this question best when he…

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Should I convert to a ROTH IRA?

March 25, 2019

  To convert or not to convert…It depends! Converting to a ROTH IRA means that you would pay the tax now on some or all of your IRA’s in exchange…

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Is Picking an Advisor like Luck of the Irish?

March 18, 2019

  Are all advisors the same? How do I know if I am working with a specialist? Jim, Spring Green WI In this complex area of retirement planning, you need…

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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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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, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL

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