Dream Cap Financial

10/21/2026

10/21/2026

There are only a few weeks left in the year, and no one gets a warning before life changes. Don’t put it off for next year. Let’s build your estate plan before it’s too late

Personal & Business Financial Advisory Services. Estate planning , Wealth Management, Retirement, Risk Management & More.

10/20/2026

Are you making important Social Security and Medicare decisions without seeing the full picture?
Join DreamCap Financial for a complimentary, in-person educational workshop designed to help you better understand the benefits, rules, and retirement questions that many people overlook.
We’ll cover topics including:
When and how to file for Social Security
Medicare Supplement Insurance vs. Medicare Advantage
IRMAA and Medicare premium considerations
Preparing for future healthcare and long-term-care needs
This is a practical, no-obligation workshop for individuals approaching or living in retirement.
Saturday, October 24, 2026

10:00–11:15 AM ET

Miami Dade College West Campus

3800 NW 115th Ave, Doral, FL 33178
Seats are limited. Reserve your complimentary seat here:

https://miamidadersvp.dreamcap.financial?utm_source=facebook&utm_medium=paid_social&utm_campaign=ss_medicare_oct2026_social_ads

Investment advisory services offered through Foundations Investment Advisors, LLC. This workshop is educational and is not individualized investment, tax, legal, Medicare, or insurance advice.
8:43 PM
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Join Dream Cap Financial for a complimentary Social Security and Medicare workshop at Miami Dade College. Learn about claiming timing, IRMAA, coverage options, and health-care planning.

10/19/2026

Good news for retirees: Social Security benefits are going up 3.6% in 2027, the biggest increase in several years.
What does that mean for you?
On average, about $75 more per month beginning in January. Your personal number may be different, so keep an eye out for your notice in late November or December.
Not sure how this fits into your bigger retirement picture? We’re happy to talk it through.

10/12/2026

Your wishes. Protected. 🔒
If you don’t have an estate plan yet, today is a great day to start.
Call 305-458-6043 to get started.

10/05/2026

Life doesn't stay the same and neither should your financial plan. A new job, a new home, a growing family. Each one changes the picture. The question is whether your plan has kept up.

Personal & Business Financial Advisory Services. Estate planning , Wealth Management, Retirement, Risk Management & More.

10/01/2026

Planning for tomorrow starts with showing up today. Proud to serve our community. 💙

09/29/2026

An unfunded trust is just paper. 📰
Draft it, sign it, then fund it. Thats the steps that make it work. 🏛️

09/28/2026

Thank you to everyone who joined us Thursday for a great conversation on estate and legacy planning. Ready to start yours?
(305) 458-6043