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Financial Planning

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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

Have You Been Impacted by the Layoffs at Union Pacific?

  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 712-256-4856

Tax Planning and Your Investments

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

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

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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