Work With Us About Your Retirement Income Needs

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Watch this video about planning for your retirement. By working with us, you can learn to understand the risks and rewards of developing a tax-efficient retirement income strategy that is tailored to your unique needs and goals. Give us a call at 712-256-4856 to learn more about how we can help you and your loved […]

Watch This Video About Retirement Income

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To retire right, you need to know what to do with what you have saved.  Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your situation and needs.

Integrate Your Tax Planning and Investment Management

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  Watch this video to see how Ron explains a key element of our value proposition: integrating your tax planning into the process of financial planning and managing your investments. (Click the arrow to view this video.)

Don’t Settle For A Robo Advisor

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We know our clients’ needs and goals far better than any computer program 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 […]

Lump Sum or Monthly Pension Payment Options

Retirement Key

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 […]

Let’s Look Forward

Retirement Key

What can your future look like in retirement?  Watch this video to learn more about the value we can bring to helping you turn your retirement dreams into reality.                  

Ron’s Economic Forecast For 2014

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As part of our Forecast 2014 client event, Ron analyzed several trends for this year ahead.  (Click the arrow to watch this video.)

Unresolved Issues to Watch in 2014

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In our Forecast 2014 Client Event, Ron highlighted five issues in the economy to watch in 2014. (Click the arrow to watch this video.)  

Overview of Our Economy

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 This video clip by Ron Dickinson is from our Forecast 2014 Client Event in which he discussed the growth of the economy, explained his no-debt philosophy, and commented on the continuing pattern for corporations to hoard cash.  (Click the arrow to play the video.)  

2013 in Review

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Check out this video clip from our Forecast 2014 Client Event on January 30.  In this video, Ron provides a summary of how the markets did last year and discusses how this impacts portfolio management.  (Click the arrow to play the video.)