Broker Check

Newsletters

Enjoy our 16-page Dream First magazine for every season. We strive to bring you articles in each edition to not only help benefit your financial future but overall lifestyle as well. 

2020 Fall Edition

2020 Fall Edition

Articles in this issue include:

  • Bear vs. Bull: What's the Difference?
  • Investing for Impact: Make a Difference While Pursuing Your Goals
  • Halloween: Yesterday and Today
  • The Spice of Life: A Brief History of Pumpkin Spice 
Download
2020 Spring Edition

2020 Spring Edition

Articles in this issue include:

Exploring an Encore Career: Do You Want to Keep Working During Your Retirement?
Understanding the SECURE ACT: 4 Things You Need to Know
Easy Gardening Tips to Make Your Yard Pop
The Fastest-Growing Sport in America: Have You Heard? Pickleball Is Sweeping the Nation 

Download
2020 Winter Edition

2020 Winter Edition

Articles in this issue:

  • Getting Goals Right
  • Keeping Your Cash Flow Strong
  • Providing For Your Pets
  • A 2020 Vision for the New Year
Download
2019 Summer/Fall Edition

2019 Summer/Fall Edition

Articles in this issue:

  • When Should You Retire?
  • Should You Buy an RV?
  • Going Green and Saving Green with Solar Panels
  • Beat the Summer Heat with Sangria
Download