Online Computers Cannot Know You As A Person

Financial planner explaining to a couple

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 […]

Creative Planning

Retirement plan

In wealth management, creative thinking is both an art and a science. Watch this video to see how our creative ideas can help you visualize potential outcomes for your financial future.

Resolve to Get Your Finances in Shape

Work for 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 […]

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 […]

Getting From Here To There

The Ozarks in Missouri  6/11/2014

When you work with us, we’ll help you to save and invest, then grow and protect your money for retirement. This video shows how some folks rely on luck when it comes to getting ready for retirement. It’s better to have a strategy. The road between “here and there” is shorter when you know the […]

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 […]

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 […]

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 […]

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 […]

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 […]