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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

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

Dickinson Services

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?”

Boston: More Than a Famous, Historic Marathon

With the heat we’ve been experiencing the last three weeks, it’s hard to imagine 35 degrees, a 35 mph headwind creating a 21-degree wind chill, and nonstop heavy rain totaling 2” for the day – but that’s exactly what I and 30,000 other runners experienced two months ago on April 16, 2018 while running the

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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