How Safe Is Your Company Pension?
Pension payments are somewhat of a rarity today. They are expensive, and the paying company bears a lot of risk of future investment performance. Many companies are getting out of the business, but fortunately a lot of government workers still have this antiquated employee benefit. Union Pacific Corporation of Omaha Nebraska recently stopped their Pension […]
How to Make Family Harmony a Part of Your Estate Planning
You are invited to attend our next client event to hear Attorney Jennifer Carlson. You’ll be able to learn practical tips for communicating with your family members in the process of establishing your estate plans. Mrs. Carlson’s presentation will include several role plays, and we will have practical handout materials for you regarding issues with estate […]
Why It’s Sometimes Smart to Pay Taxes Right Away
Good tax and financial strategies are sometimes counterintuitive, and it takes strategic thinking combined with years of experience to find the best solutions. I want to share a real client story with you. (The names have been changed to protect the client’s privacy.) Bill had a large 401(k) with his company. As a loyal employee […]
Strategies to Cut Your Taxes Under the New Tax Law – Part 3
The Tax Cuts and Jobs Act took effect this year, rolling out some major changes to the way individuals and businesses file their taxes. Key changes include the doubling of the standard deduction to $12,000 for singles and $24,000 for married couples who file jointly, the elimination of personal exemptions, and sweeping changes to itemized […]
Strategies to Cut Your Taxes Under the New Tax Law – Part 2
The Tax Cuts and Jobs Act took effect this year, rolling out some major changes to the way individuals and businesses file their taxes. Key changes include the doubling of the standard deduction to $12,000 for singles and $24,000 for married couples who file jointly, the elimination of personal exemptions, and sweeping changes to itemized […]
Strategies to Cut Your Taxes Under the New Tax Law – Part 1
The Tax Cuts and Jobs Act took effect this year, rolling out some major changes to the way individuals and businesses file their taxes. Key changes include the doubling of the standard deduction to $12,000 for singles and $24,000 for married couples who file jointly, the elimination of personal exemptions, and sweeping changes to itemized […]
Our Market Forecast 2018 Slideshow
Here’s the presentation by Ron Dickinson and Dave Piatkowski at our “Forecast 2018” seminar on January 25. Click the start button to listen to their market analysis along with our slideshow. We welcome any questions or comments you may have regarding our investment disciplines and process, and how we can help you achieve your financial […]
Meet Our Newest Partner!
Dickinson Investment Advisors is pleased to announce the promotion of Dave Piatkowski as a partner in the firm along with Ron Dickinson, Founder and CEO. This promotion demonstrates Ron’s long-range succession planning for the firm. Dave joined our team in August 2015, building upon his 20 years of experience within the financial planning and […]
What’s Wrong With New Year’s Resolutions?
Something must be wrong with making resolutions. Do you feel it too? I understand the concept of New Year’s resolutions, and it’s a good concept. However, there must be something ineffective about setting a new resolution every January 1st. At my age if I had set a single new resolution every year and it worked, […]
Investing in Volunteering
We want you to thrive in retirement, and one way you can do that is through providing volunteer service for other people. Ron Dickinson has often written about two rules regarding our approach to planning for your retirement: Don’t run out of money. After you have solved Rule #1, […]
