Choose A Wise Financial Advisor

Ron Photo 2013

Experience, ethics and education make a big difference when it comes to picking your financial advisor. (This is the fifth article in our “7 Steps to Financial Security” series.) In my book 18 Common Sense Rules for Enjoying a Successful Retirement, I teach the following principles regarding the decision-making process for choosing your advisory team. Whether you’re […]

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.                  

Get Good Tax Advice

Dickinson & Clark CPA's

Taxes and inflation are facts of life.  In his book 18 Common Sense Rules for Enjoying a Successful Retirement, Ron Dickinson teaches about the value of securing trustworthy tax guidance in conjunction with your retirement planning. (This is the fourth article in the “7 Steps to Financial Security” series.)   A Common Objection We hear […]

“my$View” Can Help You With Planning About Your Money

my$View image for articles

    “my$View” is your own personal online financial website that we provide as a complimentary service for you. It enables you to aggregate all of your accounts – bank accounts, investments, credit cards, real estate, insurance – so you can view your entire financial life in one secure place. “my$View” enables you to… 1.  […]

Save For Emergencies

Save - Green Button

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 […]

Video for Pre-Retirees

Key to retirement in hands

You’ve built your nest egg over many years, and you want to enjoy the rewards of your life’s efforts. Check out this video to learn more about how we can help you to achieve your dreams for retirement.  

Get Out of Debt

Piggy bank drowning in debt

Let’s be blunt.  Debt is, more than anything else, the enemy of wealth. While taking on some debt is a near certainty in everyone’s life – after all, not many of us can afford to pay cash for a house – debt is something that can be managed, reduced, and eventually eliminated from our financial […]

Live On Less Than You Earn

Live On Less Than You Earn

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 […]

7 Steps to Financial Security

7 Steps To Financial Security

    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 […]

Watch This Video About Retirement Income

Senior couple working at laptop

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 retirement dreams and your financial preparations to realize […]