Helping Our Aging Parents

"Greatest Generation" senior mother and "Baby Boomer" mature daughter. Daughter looking lovingly at mother, and mother looking at camera. Focus on mother.

Our parents cared for us, and we grew up. Now many of them need our help like we needed theirs. Watch this video to learn ways you can help them.

“my$View” Can Help You With Your Money

my$View image for articles

      “my$View” is your own personal online financial website that we provide as a complimentary service for you. It enables you to aggregate all of your accounts – bank accounts, investments, credit cards, real estate, insurance policies – so you can view your entire financial life in one secure place. “my$View” enables you to… […]

How to Reduce Debt

Debt ball and chains

Watch this 3-minute video to learn the telltale signs of having too much debt in your personal finances and to learn tips for reducing debt.

We Provide Retirement Planning That Is Tailored For You

Retirement Key

You’ve built your nest egg over many years.  This video explains how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.  

Ron Explains Stock Market Valuations

Two Chinese Companies Join New York Stock Exchange

Watch Ron’s video as he explains how the price/earnings ratio is calculated in determining stock market valuations. This presentation was part of our “Forecast 2015″ client event on January 27, 2015. Thanks for watching this video. To learn more about our investment disciplines, please contact us with your questions. You can reach us at 712-256-4856 or […]

Volunteers Live Longer

Volunteers hands together

Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on average more than three billion hours of service in their communities per year […]

We Provide Solutions With Your IRA Rollovers

IRA Roth 401(k) nest eggs

What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]

You Are Invited To Attend Our Estate Planning Seminar

Family estate planning

Jennifer Carlson, an estate planning attorney, will be speaking at our next client event. She will be making a presentation concerning wills, trusts, and other related estate planning issues. This event will be held on Thursday, April 30, at 7:00 p.m. at our office which is located at 533 S. Main St. in Council Bluffs. The […]

Integrate Your Tax Planning and Investment Management

Ron's picture

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. To learn more, you may call us at 712-256-4856 or send an email to (Click the arrow to view this video.)

1040 Tax Calculator

Tax forms

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 as an available tool on our website as you prepare your documentation during this tax season. Also, Ron explains in his website video and […]