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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

Our Solutions for You

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?”

Market Health Report – 2nd Quarter 2020

A couple of quotes from our previous report: “Crazy times, unprecedented times, and you are prepared: You just witnessed the fastest 30% decline from a recent high on record for the S&P 500 – in only 30 days. We have experienced historic volatility. No one likes bear markets and red flashing across the screen, but

To Look or Not to Look? That is the Question

Have you looked at your account statements over the past few months? In this blog I discuss several reasons why a lot of folks have avoided taking a close look at their personal finances lately and what choices they have going forward. Reasons not to look • According to Maslow’s hierarchy of needs, your primary

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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