The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Business Owners – Tax Updates and Tips

April 8, 2019

Business Owners – Tax Updates and Tips As we approach April 15th, many business owners may still be wondering what the impact will be of the Trump Jobs and Tax…

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Is Picking an Advisor like Luck of the Irish?

March 18, 2019

Is Picking an Advisor like Luck of the Irish? Are all advisors the same? How do I know if I am working with a specialist? Jim, Spring Green WI In…

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10 Lessons from Past Presidents…

February 15, 2019

10 Lessons from Past Presidents…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…

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Should I convert to a ROTH IRA?

February 15, 2019

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

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Balanced retirement investment mix

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

Haiti Update and Upcoming Trip – You can help! As you may know, we support four orphanages in Haiti, going once a year to visit and check on them. Last…

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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.   The DREAM Retirement…

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My New Year Resolution – get financial organized! How?

January 17, 2019

My New Year Resolution – get financial organized! How? Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The…

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