What are the most critical pieces of personal information for you to compile and organize? For our client event on February 7 and 9, Jennifer Carlson, an estate planning attorney in Council Bluffs, presented as our guest speaker. One of the most caring things you can do for your loved ones is to prepare a portfolio [...]
The strategic partnership between Dickinson Investment Advisors and Dickinson & Clark CPAs, PC provides the value of making one stop for your tax guidance and retirement planning. Check out the 1040 Tax Calculator (Tax Year 2011) as an available tool on our website as you prepare your documentation during this tax season. Also, Ron explains in [...]
It wouldn’t be the New Year without resolutions. But whether it’s trimming your waistline or firming your financial profile, the key isn’t making the list, it’s sticking with it! Dickinson Investment Advisors provide planning and investment services that are tailored to our clients’ unique needs and life circumstances, with a goal of achieving wise financial [...]
Use the “Home Equity vs. Auto Loan” financial calculator on our website to determine if a home equity loan makes sense for your next automobile purchase. We encourage you to review what Ron Dickinson has written in his book and blogs regarding the value of being debt-free, especially as you move into your retirement years. However, you may consider two [...]
Reducing your spending can be worth more than you might think. Check out this financial calculator as one of the Tools we make available for you. You can see just how much your budget reductions may be worth, if you were to invest those funds. You can also view the value of this new potential nest [...]
Does the idea of investing overwhelm you? Are you interested in a quick, easy-to-use resource that will help you make the most of your money? Check out the tools available for you at www.schwabmoneywise.com. This complimentary set of tools is provided as a service of Charles Schwab & Co., Inc., which is the custodian for the [...]
For your “drive” along the road to retirement, how much do you need to save? How much will your savings produce per month in retirement after taxes and inflation? Check out this financial calculator tool to see how your annual savings, expected rate of return and your current age all have an impact on your [...]
One of the biggest risks to a comfortable retirement is running out of money too soon. This financial calculator helps you to determine your projected shortfall or surplus at retirement. You can also see just how long your current retirement savings will last. If your results project a shortfall, you might need to save more, [...]
With such low interest rates, many people these days are considering refinancing their homes. How long will it take to breakeven on a mortgage refinance? Our website contains a financial calculator tool to help you answer that question. The answer depends on a multitude of factors including your current interest rate, the new potential rate, [...]
Coming soon: This material will provide guidelines for you as you decide between a monthly payment option or a lump sum payment option for your pension.
