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 […]
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 […]
