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 […]
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, […]
Identity Theft: Are You Feeling Exposed?
Equifax (one of three consumer credit reporting agencies) recently experienced a data breach/hack that potentially affects 143 million U.S. customers. Since they gather information about you without any effort on your part, your personal information may have been stolen no matter how careful you’ve been. In today’s world, using a credit card is almost a […]
Four Benefits of Roth IRAs
Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. Today I’ve got a blog with four quick bullet points about Roth IRAs. As you know in the past, we’ve kept Roth IRAs front and center because we feel they’re an important part of your overall retirement plan. First, there’s no age limit to Roth […]
Celebrating Family Milestones
40 years of marriage – that’s a milestone that was so enjoyable for my wife and I to celebrate last month with a family trip to Banff, Alberta, Canada. Connie and I, together with our daughter and two married sons and their wives, had been planning this trip for the past six months. We […]
It Takes Two to Tango
What keeps both spouses from being mutually engaged with the financial affairs of your family? In many marriage relationships, spouses have divvied up their roles for the sake of keeping the household functioning smoothly. It’s normal to delegate duties based on your skill set and interests. This often involves one spouse being the primary bill […]
