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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

Conquering Headwinds

What headwinds do you face with your own personal finances, especially in regards to your retirement planning? My recent bike tour provided for me some vivid experiences and lessons about conquering headwinds. The RAGBRAI Pre-Ride Every year since 1973 during the fourth week of July, thousands of people have been flocking to Iowa to experience

Understanding Our Fiduciary Standard

Video Transcript Fiduciary. It’s not a word that rolls off your tongue very easily, is it? And to be quite truthful with you, most consumers don’t quite understand what it means. But it simply means that you can fully trust the person you’re talking to. If they meet the fiduciary standard, they’re working in your

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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