Financial Planning and Tax Planning | Council Bluffs, IA

How to Select Your Financial Planner

Ron Dickinson shares four key principles for selecting a financial planner

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

“One Thing This Week” – Safe is Risky & Risky is Safe

February 17, 2020 By Ron Dickinson

Our Services

February 14, 2020 By Dave Piatkowski

Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I just want to take a few minutes of your time today to explain a few of the services we provide here at Dickinson Investments. In recent months at various social gatherings, people have often asked me, “Hey, what do you do for a living?”

Tax Planning and Your Investments

February 12, 2020 By Ron Dickinson

Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner® and CPA. Today I’d like to talk to you about taxes… I can see that I lost about half of you already. I mean taxes are boring, right? I agree except for a few of us tax nerds that really enjoy it. Tax strategies aren’t that exciting

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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