The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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New Years Resolutions and the Balance Wheel

January 3, 2022

So, the time for New Year’s resolutions is almost here.   While most New Year’s resolutions fail, I think it is important to always have goals and be striving for…

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Gifts from a Financial Advisor

Gifts For You – New Webinars with Special Guests

December 29, 2021

Do you know the 12 Days of Christmas actually starts on Christmas Day?    So we’re still celebrating the Christmas season and with that thought, we want to roll out…

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December 22, 2021

Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me.      Maybe that’s because there’s a lot of areas…

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3 Unique Gift Ides

December 14, 2021

The countdown to Christmas has begun. Do you have your Christmas shopping done?  I know it’s said that it’s more blessed to give than to receive, but sometimes it feels…

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Financial Power Hour: Tax Complexities Simplified

December 6, 2021

Market Update -What’s hot and what’s not! -What is the outlook for the market? Truth about the 60/40 portfolio and bond alternatives. Where Crypto and Gold & Silver fit in…

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Senior Woman and Nurse Long Term Care - Bertram Financial

Long Term Care Awareness

November 30, 2021

Did you know that November is National Hunger Awareness Month, National Vegan Awareness Month, which my sister would love, National AIDS Awareness Month, Diabetes Awareness Month, and National Long Term…

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Happy Thanksgiving – Do You Need An Indian?

November 23, 2021

Happy Thanksgiving everyone.    Hope you have a great week with family and friends and take some time to count your blessings!   Let’s take a second to think about…

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New Opportunity for Lazy Money

November 18, 2021

Hello everyone, this is a different type of video this week but I am really excited to bring an announcement that’s something that the team behind the scenes has been…

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