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Dream Financial Planning Monthly Newsletter

Plan Proactively, Invest Intelligently, Minimize Taxes

July Newsletter

In the July Newsletter, I discuss taxes and how to avoid a  surprise tax bill. There's also an article from U.S. News where I share a few tips to help you financially prepare for starting a family. Don't miss our New Baby Checklist. If you're planning to build your dream home and/or need a construction loan that's covered too. There's also  some helpful tips for the Self-Employed, family caregivers, and Estate Planning considerations for LGBT+ couples. If you found any of this information helpful feel free to sign up to receive future newsletters via e-mail. If you read some of our old newsletters below you might find a few topics that are more relevant to your unique situation.

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April Newsletter

This month's Newsletter covers Gamestop, market speculation, long-term investment returns, and 9 investing mistakes you should avoid.

February Newsletter

If you're looking to buy your first home, you'll want to read this month's Newsletter. In my February Newsletter, I discuss how student loans could affect your ability to buy a home with Megan Leonhardt of CNBC. There are also blog posts that discuss 7 Tax Deductions For The Self Employed and 4 Common Mistakes Made by First Time Homebuyers.

January Newsletter

Will your portfolio allocation lead to a $100,000+ mistake? In my Newsletter, I discuss the benefits of an aggressive portfolio allocation for those in their 20s and 30s. There's also an article from The Wall Street Journal where I discuss the benefits of Flex Spending Accounts. Last but not least, there's a blog post about The Breakdown On Capital Gains & Taxes and Vanguard Portfolio Allocation Models.

December Newsletter

This month's newsletter is filled with information about Stock Options, Budgeting Resolutions, and Tips to Maintain a Work-Life Balance.

November Newsletter

This month's Newsletter is filled with year-end Financial Planning topics you should consider. Including open enrollment, optimizing your 401k, and tax-loss harvesting

October Newsletter

In this month's newsletter, I discuss how the stock market doesn't historically care who's in the White House. I also share a Fox Business Network article, where I'm quoted, about paying down debt or investing.

September Newsletter

I've been getting a lot of questions recently about Insurance, so I discuss in this month's newsletter. Before you buy Insurance, make sure you're working with a Fiduciary and ask about the agent's fees and commissions, which are often very high or hidden for Whole Life Insurance products and Annuities. How do you know if this is what they're trying to sell you? Look out for terms like cash value, guaranteed return, no risk, or tax-free growth.

August Newsletter

In this month's newsletter I discuss why I started Dream Financial Planning and the foundational principles of my firm. I also included two downloadable PDFs. One highlights what you should consider when paying off your student loans. The other provides guidance on Income-Driven Repayment ("IDR") Plans, which can be an attractive option for federal student loan borrowers.

July Newsletter

In this month's newsletter I shared an article that discusses Regulation Best Interest vs. the Fiduciary Standard. I also included two downloadable PDFs. One highlights how to make sure your Health Savings Account (HSA) distributions are tax-free. The other provides guidance on if you should contribute to a Roth or Traditional IRA.  Last, but not least there are articles on the recent jobs report, first time home-buyers, and mortgage refinancing.


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.

Disclaimer: Dream Financial Planning, LLC does not warrant that this information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Dream Financial Planning, LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Dream Financial Planning, LLC or a Dream Financial Planning, LLC authorized representative has been advised of the possibility of such damages. Please consult with your own advisor before making any changes to your Financial Plan, Investments, or Insurance coverage.