Dream Builders Financial Services

Auto-enrollment, Roth matches, and emergency savings accounts—big changes are coming to workplace retirement plans in 2025! Find out how the SECURE Act 2.0 could impact you. ?? #FinancialPlanning #RetirementGoals https://lnkd.in/eQMZtCP3

Tip of the day: Don’t let big financial goals overwhelm you! Break them into smaller, manageable steps. Consistent progress adds up! Check out our latest article to learn more! #SmartSaving #FinancialTips

?? It’s Plan for Vacation Day! Ready to make your dream trip happen? ? Set a budget: Determine how much you can spend without affecting other goals. ? Research deals: Look for discounts on flights, accommodations, and activities. ? Start a vacation fund: Automate savings specifically for your trip. ? Book early: Secure the best rates by planning ahead. ? Be flexible: Traveling off-peak can save money. Let’s start planning those memories today! ????

This year create new financial habits that will help you meet your goals and bring you a more #securefinancialfuture! ????

It’s true that “you only live once,” and you need to make the most of it! That includes the financial opportunities available to you and that’s exactly why at Dream Builders, we prefer measured, long-term financial planning to short-term speculation. In this blog post we show you how looking at each of our clients as an individual can help us help you make the most of every financial opportunity available to YOU! #financialplanning #financialfreedom #financialopportunity

"Out of sight, out of mind" is how the old adage goes but our finances should never be subject to that thought process! ?? Being mindful of your finances is key to a #securefinancialfuture! Knowing what your making, spending, and saving at all times is the only way to meet your #financialgoals! ??

We only have so much time, energy, and attention, so how do we decide where to place our focus? In our recent blog post we take a look at how to really assess where we are placing our focus and how it speaks not just to our financial lives, but to our complex, sticky, tricky, emotional lives as well. #focus #financialgoals #returnonlife #priorities

Today, we honor the legacy of Dr. Martin Luther King Jr. and his dream for equality and justice. ?

No resolution can be kept without focus! ?? So take some time to look at the arras in your life where your focus is and ask yourself if it's in the best place to reach your #financialgoals for 2025! ??

Do you want to get yourself financially fit? Financial fitness is not just about having a pile of money in a bank account or a fat portfolio of stocks and bonds. Without an understanding of the basic fundamentals of personal finance, wealth that is quickly attained can quickly disappear. Check out our blog post where we explain what it really means to be financially fit and provide some essential steps to getting you there! #financialfitness #financialgoals #FinancialPlanning