We are moving just a few blocks down the street into the space formerly occupied by The Daily Nonpareil. Our new address will be 535 W. Broadway, Third Floor, Council Bluffs, 51503. We are targeting a move date in early-mid September.
We will provide additional details regarding the move as we get closer. Please feel free to contact our office with any questions you may have.
We can show you how to save money with your Medicare prescription drug plan. Our next client event will be held on October 10, and will feature George Gillespie as our special speaker. George is a counselor with the SHIIP (Senior Health Insurance Information Program) Office in Council Bluffs. Medicare’s annual open enrollment season is
Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner, CPA. I have a question for you: What’s included in your retirement portfolio? Most people would say, “Well, I have some stocks and I have some bonds.” In fact the universal answer for a retiree is 60 percent stocks, 40 percent bonds. So the next question
