New “18-Point Retirement Success Checklist”
Can Help You Avoid Running Out Of Money During Your Retirement
Hi, my name is Ron Dickinson. I am the author of 18 Common Sense Rules for Enjoying a Successful Retirement. I am also a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and founder of Dickinson Investment Advisors in Council Bluffs, Iowa.The best way for folks to have success in their retirement is to create a simple plan and review it regularly.
By walking through this 18-point checklist, you’ll determine whether or not you’re on track. If you are, that’s great. If not, you may need to make some changes to your plan.
But, no worries…even if you need to make changes, it may not take long to get back on track. Either way, we look forward to hearing about your results.
Ron Dickinson, CPA, CFP®, MPA-Tax
Dickinson Investment Advisors