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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

Market Health Report – 3rd Quarter 2017

Wow! It has been a nice run for the market thus far in 2017. Returns have been higher than historical averages, and volatility has been muted. There have been only eight trading days where the S&P 500 has moved 1% or more in either direction. One year ago, many strategists predicted a major selloff if

Update Your Medicare Drug Plan – October 10

We can show you how to save money with your Medicare drug plan. Our next client event will be held on October 10, and will feature George Gillespie as our special speaker.  George is a counselor with the SHIIP (Senior Health Insurance Information Program) Office in Council Bluffs. Medicare’s annual open enrollment season is an

The One Document You Absolutely Can’t Do Without

When I was a young man, I would occasionally have something bad happen to me. Maybe it was locking my keys in the car. I would circle around the car in frustration praying that maybe one of the doors wasn’t locked. After the first trip around the car, the facts weren’t going to change, but I

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
*Instant delivery of chapter.
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