Avoiding Financial Planning “Surprises” – Part 1
? Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. I run most of our financial plans here with our financial planning software. I’d like to take the time with you today to go over three quick things that I see that tend to be pitfalls for folks in retirement. 1. Over-helping family. Who doesn’t […]
2019 Market & Portfolio Strategy Preview
This is the slideshow with analysis by Ron Dickinson and Dave Piatkowski from our “Forecast 2019” client event on January 22, 2019. You can contact our team with any questions you may have by calling 712-256-4856. [Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market information provided […]
Have You Been Impacted by the Layoffs at Union Pacific?
https://youtu.be/-bvgej_Qfsk Union Pacific has recently announced another round of layoffs. Watch my 45-second video to learn more. If you need help in making a decision about your retirement benefits, we can help. We’ve helped many U.P. employees over the years with their financial planning, tax planning, and investment management. Give us a call at […]
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 […]
Strategies to Cut Your Taxes Under the New Tax Law – Part 3
The Tax Cuts and Jobs Act took effect this year, rolling out some major changes to the way individuals and businesses file their taxes. Key changes include the doubling of the standard deduction to $12,000 for singles and $24,000 for married couples who file jointly, the elimination of personal exemptions, and sweeping changes to itemized […]
Strategies to Cut Your Taxes Under the New Tax Law – Part 2
The Tax Cuts and Jobs Act took effect this year, rolling out some major changes to the way individuals and businesses file their taxes. Key changes include the doubling of the standard deduction to $12,000 for singles and $24,000 for married couples who file jointly, the elimination of personal exemptions, and sweeping changes to itemized […]
Strategies to Cut Your Taxes Under the New Tax Law – Part 1
The Tax Cuts and Jobs Act took effect this year, rolling out some major changes to the way individuals and businesses file their taxes. Key changes include the doubling of the standard deduction to $12,000 for singles and $24,000 for married couples who file jointly, the elimination of personal exemptions, and sweeping changes to itemized […]
Our Market Forecast 2018 Slideshow
Here’s the presentation by Ron Dickinson and Dave Piatkowski at our “Forecast 2018” seminar on January 25. Click the start button to listen to their market analysis along with our slideshow. We welcome any questions or comments you may have regarding our investment disciplines and process, and how we can help you achieve your financial […]
Four Benefits of Roth IRAs
Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. Today I’ve got a blog with four quick bullet points about Roth IRAs. As you know in the past, we’ve kept Roth IRAs front and center because we feel they’re an important part of your overall retirement plan. First, there’s no age limit to Roth […]
Taxes and Your Long-Term Planning
[fve]https://vimeo.com/207463695[/fve] Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. I just want to talk briefly about short-term versus long-term planning. Typically during tax season, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most cases they talk about how they got a larger refund or at […]
