Planning for your financial future is a journey that you don’t have to take by yourself. Watch this 2-minute video to see how we can help you with your financial planning, tax planning, and investment management.
We know our clients’ needs and goals far better than any computerized algorithm can. Watch this video to see the contrast between “robo-advisors” and our personalized approach to providing financial planning and investment management for you and your loved ones. Today there are more and more websites (“robo-advisors”) that offer to take your data, run it […]
Whether it’s trimming your waistline or firming your financial profile, the key isn’t making your list of resolutions, 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 stewardship of their resources in retirement. Through working […]
Many retirees are given the option with their company pensions of taking a fixed monthly payment or accepting a single lump sum payment. Careful consideration should be given to making the proper selection, because once you choose one or the other, your choice is locked in for life. The monthly payment option typically also comes […]
Most people today are deeply concerned about our economy and about how it impacts their own personal finances. For those who are unemployed or are struggling to maintain full employment, their financial security takes center stage for them. For those folks who are nearing retirement age and who have worked and sacrificed for […]
This is the first of seven articles in a series on the key steps involved in the financial planning process. Striving for financial security is not about the drive to be rich or trying to have it all. Rather, your decisions about money need to be filtered through your focus on the intangible things in […]
Grandma was right. It’s a smart idea to save some money for a rainy day. The road to financial security isn’t a straight and easy one. Because life has a tendency to wreck our plans at the worst possible times, an important step to building wealth is creating an emergency fund to help you withstand the […]