Many of us were not taught about personal finances in school, and for many of us money was not openly discussed at home. But what did Grandma have to say about money? Now is the time to start thinking about the wise sayings provided by those who lived through even rougher times than we are [...]
Saving for your children’s and grandchildren’s education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Check out the following calculator that can help you develop or fine-tune your education savings plan. You may click on the following link or find this calculator on our [...]
What are the most critical pieces of personal information for you to compile and organize? Jennifer Carlson, an estate planning attorney with the Stuart Tinley Law Firm in Council Bluffs, explains what they are. One of the most caring things you can do for your loved ones is to prepare a portfolio of your important documents. [...]
For the first quarter in review, U.S. stock markets finished the quarter on a positive note. The S&P 500, which approximates what most call the U.S. markets, was up about 10 percent. The Federal Reserve’s accommodative monetary policy and strong profit growth helped provide the lift needed to send the S&P 500 to near record [...]
Watch this video to see how Ron Dickinson explains a key element of our value proposition: integrating your tax planning into the process of managing your investments.
There’s a war being waged for your wallet. Fight the urge to splurge. Spend wisely - so you can establish a more secure financial future. Check out this video to learn more about how you can use our my$View tool to monitor your entire financial life in one secure place. At Dickinson Investment Advisors, we can help you by providing financial [...]
Which type of IRA is most effective for you with your retirement planning? Use our calculator to determine which IRA may be right for you. In 2013, the maximum annual IRA contribution was increased $500 to $5,500 per individual. It is important to note that this is the maximum total contributed to all of your [...]
This video provides an introduction to my$View, which is a complimentary tool for our clients to utilize. my$View is your own personal online financial home page to help you view your entire financial life in one secure place. Please call Tom Sperling at 712-256-4846 or send him an email at tom@dickinsoninvestments.com if you would like [...]
In this video, Ron Dickinson explains a core principle of his regarding debt.
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 [...]
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