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Financial 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

Update Your Medicare Drug Plan by December 7

We can show you how to save money with your Medicare prescription drug plan. Our next client event will be held on September 27, 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

Private Real Estate – Part 1

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

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?”

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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