The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Tax Talk – Taking money from your IRAs tax-free

November 21, 2022

Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs to pay for long term care costs and in…

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November Market Update

November 14, 2022

Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market update.   Earnings…

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Are You Protected If You Need Long Term Care?

November 7, 2022

Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary stocks (non-internet)… while Tech earnings are pulling back modestly…

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Work With a Trusted Advisor!

October 31, 2022

Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner websites, that going out alone…

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The Health Insurance Tax, Penalty or Refund?

October 24, 2022

  The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You may have never thought about it…

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Market Update – Returns vs Results

October 17, 2022

Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little bit more in depth with this.…

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The Convervative 60/40 Portfolio Split is Dead!

October 10, 2022

Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress away from a client. Often, this has…

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Tax Talk – How different Investments Are Taxed

October 3, 2022

In the latest market update blog, I used an analogy involving cars, I’m going to continue with that as we talk about how different investments are taxed.   We’re going…

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