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Dream Financial Planning Monthly Newsletter

Plan Proactively, Invest Intelligently, Minimize Taxes


June Newsletter

Are you considering a Roth Conversion? I included a downloadable PDF flowchart to help guide you.  I also mention the surging Stock Market and better than expected unemployment numbers. There's also a friendly reminder about the difficulties of trying to time the market.

May Newsletter

What should I do with my 401k?  This is a question I've been getting a lot recently, I answer it in this month's newsletter. I also include two downloadable PDFs.  One is a checklist that outlines the primary issues you should consider when reviewing your taxes.  The 2nd checklist outlines what you should do if you lose your job in these difficult times. 

April Newsletter

I discuss the recent economic stimulus package and what it means for you. I also include two downloadable PDFs with helpful tips to help you navigate these trying times. Lastly, I discuss the Behavior Gap, and how holding your emotions in check is essential for financial success.

March Newsletter

In the words of Warren Buffet. “Be fearful when others are greedy and greedy when others are fearful.” Topics include Market Volatility, trying to time the market, and Mortgage Rates.

February Newsletter

Topics include Millennials and home ownership, a tax calculator from the IRS, and January blog posts from Dream Financial Planning.

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