The Retirement Dream Foundation's primary mission is education. Among our areas of focus are retirement and benefits planning for federal and Postal workers; minimizing the post-interest (real) cost of college and maximizing funds available for retirement; maximizing fixed rates of return, minimizing the cost of probate and leaving an income tax free inheritance via a CD alternative. Another focus is minimizing Final Arrangement costs and maximizing legacy, the final gift to one's children, charity or religious organization. See our Projects page for more information.
Another service we offer is our "Second Opinion" where we analyze bank and brokerage statements to offer our view of your current arrangements and your current adviser(s).