Dream Big Wealth Strategies, LLC

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Worcester, MA
Dream Big Wealth Strategies, LLC

Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

We are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire. As such, these services are strictly intended for individuals residing in the states referenced. We are also licensed as Agents to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire.No insurance business may be conducted outside this/these states referenced. Additionally, we are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 201 Jones Road, Waltham, MA 02453 (508)470-4850x. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire. No offers may be made or accepted from any resident outside the specific states referenced. Neither Dream Big Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Dream Big Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Julianne Hertel's registered branch address:
12 East Worcester Street
Worcester, MA 01604

10/16/2026

Here at Dream Big we love animals! Julianne is deeply committed to animal rescue, regularly fostering and finding homes for dogs in need. She has fostered over 200 dogs (and a few cats) through Broken Tail Rescue.

10/14/2026

Financial Planning (Taylor's Version). 🎶

One of the most overlooked questions in financial planning is incredibly simple:
What do you actually own?

Account registrations, business interests, stock compensation, insurance policies and beneficiary designations can all determine who has control and what happens next.

You don't need a music catalog for ownership to matter.

#

10/12/2026

Money doesn’t last forever, but some dollar bills have a longer life cycle than others.

According to the U.S. Currency Education Program, a $10 bill has the shortest lifespan while a $100 bill has the longest. Here’s the estimated lifespan of the different denominations:

• $1: 6.6 years
• $5: 4.7 years
• $10: 5.3 years
• $20: 7.8 years
• $50: 12.2 years
• $100: 22.9 years

10/09/2026

Another book that we enjoy reading at Dream Big Wealth is Unreasonable Hospitality by Will Guidara. Its message aligns closely with our philosophy: exceptional businesses are built by creating experiences that make people feel genuinely seen, valued, and cared for.

At Dream Big, we believe great service is only the starting point. We strive to go beyond expectations through thoughtful gestures, personalized support, and meaningful moments that strengthen relationships. It's these small but intentional acts of care that leave a lasting impression and turn great service into an exceptional client experience.

10/07/2026

Dolly Parton left an estimated $450 million yet we know remarkably little about who will ultimately receive it.

And that's the financial-planning lesson.

Probate is generally public. Assets that pass outside probate can generally remain private.
That can include assets with beneficiary designations, assets held in a properly funded trust, and certain jointly owned property.

And you don't need a $450 million estate to use these strategies.

Check your beneficiaries. Check how your accounts and property are titled. If you have a trust, make sure it's funded.

Good estate planning isn't only about where your money goes. It's also about how it gets there and who gets to know about it.

Educational purposes only. Dolly Parton's complete estate plan is not public. Probate, trust, beneficiary and ownership rules vary by state and asset type.

10/05/2026

Dollar bills weren’t always green.

Colonial money for example, was tan with black or red ink.

It wasn’t until the Civil War the government started using green ink to print paper money where it got the name greenbacks.

The color was selected because the ink didn’t fade or easily decompose, which protected against counterfeiting.

10/02/2026

Did you know October 2 is World Smile Day? 😊

This day holds special meaning here in Worcester, Massachusetts, the birthplace of the iconic smiley face. In 1963, local commercial artist Harvey Ball created the cheerful yellow symbol in just 10 minutes for $45 as a way to boost employee morale at an insurance company.

What started as a simple act of positivity has become a worldwide reminder of the power of a smile.

At Dream Big, we believe small gestures can make a big impact. Today, we encourage you to share a smile, show kindness, and brighten someone’s day you never know how much it might mean.

Keep smiling and keep spreading positivity! 😊

😊

09/29/2026

Being a great saver is only part of the plan.

Eventually, that money is supposed to do something.

Take the trip. Help your family. Give generously. Build the life you want.

That’s what we’re really planning for. 💛

09/22/2026

Welcome to our fun fact series!

With mobile banking and electronic payments becoming increasingly common, people are earning and spending money without having to even touch it.

Economists estimate only 8% of the world’s currency is literal cash with the rest existing on computer hard drives in electronic bank accounts.

09/14/2026

One important part of our overall well-being is often overlooked: our
financial health.

Just like our physical and mental health, taking care of our finances plays a
meaningful role in creating a life filled with confidence, freedom, and
opportunity.

Financial planning doesn’t have to be something to fear it can be something to
feel empowered and excited about. With the right strategy, your finances can
become a tool to help you pursue your goals and build the future you envision.

At Dream Big Wealth Strategies, we focus on creating a personalized financial
plan that fits your unique goals, values, and current life circumstances.

Your financial future starts with understanding where you are today and
creating a path toward where you want to go.

Address

12 East Worcester Street
Worcester, MA
01604

Website

http://www.dreambigwealth.com/

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Carr Financial Group
20 Park Avenue

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