Council Bluffs

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Tax Planning

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Investment Management

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How to Select Your Financial Planner

Ron Dickinson shares four key principles for selecting a financial planner

  1. Trust and transparency with your advisor so you are comfortable sharing your life stories
  2. Broad base of knowledge - experience coupled with the ability to look at various approaches to solving problems across disciplines
  3. Strong convictions that hold to a core philosophy rather than shifting with every change in the market
  4. Disciplined with personal success while retaining humility

Featured Blog Posts

You Are Invited To Our “Forecast 2018” Client Event!

  Ron Dickinson and Dave Piatkowski will be providing analysis and commentary regarding the markets at our “Forecast 2018” client event for our clients and their guests. This event will be held on Thursday, January 25, at our office which is located at 533 S. Main St. in Council Bluffs.  Ron and Dave will be

Tax Planning and Qualified Charitable Distributions

Video Transcript Hi folks, Ron Dickinson, CPA and Certified Financial Planner®. This video is for anyone over the age 70 and a half, or those who might be in a few years. There’s a little known tax law that in 2018 is going to be very important. Why is that? Well, under the new tax

What’s Wrong With New Year’s Resolutions?

Something must be wrong with making resolutions. Do you feel it too? I understand the concept of New Year’s resolutions, and it’s a good concept. However, there must be something ineffective about setting a new resolution every January 1st. At my age if I had set a single new resolution every year and it worked,

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
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