Dream Financial Planning

12/21/2024

This post will share four delicious fall recipes.

Embrace the cozy with these delicious fall recipes! Warm your home, and fill your belly with soups, dinners, and desserts.

12/21/2024

This blog will share some of the biggest insights from the 2024 EBRI Retirement Confidence Survey.

Every year, the EBRI conducts a Retirement Confidence Survey to see how workers and retirees feel about the overall retirement landscape. How do you stack up to these insights?

12/07/2024

https://dreamfinancialplanning.com/blog/social-security-cost-of-living-adjustment-cola-throughout-the-years

The Cost of Living Adjustment for Social Security benefits ensures that benefits are aligned with current inflation rates. Learn more about COLA over the years.

12/07/2024

https://dreamfinancialplanning.com/blog/how-to-talk-to-aging-parents-about-their-finances

As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation!

12/02/2024

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.

Good morning. I hope you had a relaxing weekend. If you missed our previous update where I discussed 401k millionaires. you can see it here.If you'd l...

11/29/2024

Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.

09/03/2024

I'm offering a Financial Health Check-Up. All you have to do is visit our app, enter some information, and schedule a free consultation. You'll have 3...

08/12/2024

Check out a CNN article where I shared tips to avoid common financial mistakes and download our PDF Guide that shows how to allocate your cash flow for financial success.

Check out our PDF guide that can help you decide where your next dollar should go. I also share a CNN article where I discuss common financial mistakes I see people make.

08/12/2024

We can help you develop a plan to grow, protect, and eventually liquidate your wealth in a tax-efficient manner to replace your paycheck and help you maintain your standard of living in retirement.

For many people, retirement might not look exactly like they envisioned, and that’s okay! Here are some tips on how to embrace change in retirement.

08/12/2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed.

Happy Monday,If you're concerned with the recent volatility in the market, it might make sense to get a second opinion on your portfolio. We don't hav...

08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed’s next move with short-term interest rates.

If you're concerned with the recent volatility in the market, it might make sense to get a second opinion on your portfolio. We don't have to ma...

06/23/2024

Learn more about the latest information-stealing scams and how you can protect yourself.

Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats...

04/29/2024

Has the high cost of Estate Planning documents stopped you from getting something in place? Through May 10th we're offering a 25% discount on our standard pricing.

Have you protected your family with a Will or Trust? Has the high cost been the reason you don't have one in place? Through May 10th, I'm offering a 2...

04/29/2024

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.

Happy Monday.Have you protected your family with a Will or Trust? Has the high cost been the reason you don't have one in place? Through May 10th, I'm...

04/08/2024

Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.

U.S. Markets Stocks notched...

04/01/2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024.

Happy Monday.In case you missed our recent update, check out Estate Planning at Any Stage of Life.Take a look at our 2024 Important Numbers Guide to h...

03/23/2024

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence

U.S. Markets Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligenc...