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Financial Planning

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Tax Planning

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Investment Management

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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

Adding a Trusted Contact Person

Video Transcript Hi everyone. This is Amy with Dickinson Investments. You may not recognize my face but maybe my voice as one of our back office operations personnel. I wanted to take the time to remind our clients that if they haven’t added a trusted contact person to their investment account(s), to give us a

A War Story About Identity Theft

I recently received a fraudulent request by email to distribute funds from a client’s account. Here’s a quick description about what happened and how we as a team responded to thwart the theft. Tricks Used by the Hacker: The request came from an email address that we recognized as being from one of our clients.

Should you be worried about a recession?

Video Transcript “A recession is coming! A recession is coming!” This has been the news media’s cry for the last five or ten years and yet it hasn’t happened. There’s an old joke that economists have predicted fifteen of the last three recessions. Unfortunately, the horrific crash of 2008 is still fresh in our minds

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
*Instant delivery of chapter.
Get free book sent to you.
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