Estate Planning: Fulfilling Your Legacy
We invite you to attend our client seminar to hear Attorney Jennifer Carlson. You may attend either the 2:00 pm session or the 7:00 pm session on Tuesday, May 14 at our offices at 533 S. Main St. in Council Bluffs. Mrs. Carlson will be addressing the following topics in this seminar: The importance of […]
Market Health Report – 1st Quarter 2019
First Quarter 2019 Key Takeaways Bada Bing / Bada Boom – Ying / Yang – No matter how you want to describe the 1st Quarter of 2019, it was a remarkable positive U-turn of events. After posting their worst December since 1931, U.S. stocks surged to their best January since 1987, followed by further gains […]
Avoiding Financial Planning “Surprises” – Part 2
Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. This is a follow-up blog regarding financial planning. I run most of our financial plans here at Dickinson Investments. I’ve got three more items that are on the list of things that people forget to think about – or don’t think about in the right context […]
Avoiding Financial Planning “Surprises” – Part 1
? Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. I run most of our financial plans here with our financial planning software. I’d like to take the time with you today to go over three quick things that I see that tend to be pitfalls for folks in retirement. 1. Over-helping family. Who doesn’t […]
2019 Market & Portfolio Strategy Preview
This is the slideshow with analysis by Ron Dickinson and Dave Piatkowski from our “Forecast 2019” client event on January 22, 2019. You can contact our team with any questions you may have by calling 712-256-4856. [Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market information provided […]
Have You Been Impacted by the Layoffs at Union Pacific?
https://youtu.be/-bvgej_Qfsk Union Pacific has recently announced another round of layoffs. Watch my 45-second video to learn more. If you need help in making a decision about your retirement benefits, we can help. We’ve helped many U.P. employees over the years with their financial planning, tax planning, and investment management. Give us a call at […]
Money Talks at Family Gatherings
To talk about money or not? I’ve got some choices to make about talks with my extended family when we’re together on holidays and other special occasions. Since both of my parents have passed away, family gatherings have a different atmosphere these days. When my brothers and I meet together, we tend to reminisce about […]
Tax Planning and Qualified Charitable Distributions
Video Transcript Hi folks, Ron Dickinson, CPA and Certified Financial Planner®. This video is for anyone over the age 70 and a half, or those who might be in a few years. There’s a little known tax law that in 2018 is going to be very important. Why is that? Well, under the new tax […]
The One Document You Absolutely Can’t Do Without
When I was a young man, I would occasionally have something bad happen to me. Maybe it was locking my keys in the car. I would circle around the car in frustration praying that maybe one of the doors wasn’t locked. After the first trip around the car, the facts weren’t going to change, but I […]
Boston: More Than a Famous, Historic Marathon
With the heat we’ve been experiencing the last three weeks, it’s hard to imagine 35 degrees, a 35 mph headwind creating a 21-degree wind chill, and nonstop heavy rain totaling 2” for the day – but that’s exactly what I and 30,000 other runners experienced two months ago on April 16, 2018 while running the […]
