Talking With Our Millenial Kids About Money
I often tease my daughter Lydia about being “such a millennial.” In our process of launching her into adulthood and into her career as a nurse, my wife Connie and I have had a number of talks with her in recent years about her growing list of adult responsibilities. Connie has tended to talk […]
Taxes and Your Long-Term Planning
[fve]https://vimeo.com/207463695[/fve] Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. I just want to talk briefly about short-term versus long-term planning. Typically during tax season, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most cases they talk about how they got a larger refund or at […]
Four Key Considerations for Selecting a Financial Planner
[fve]https://vimeo.com/154597542[/fve] Ron Dickinson shares four key principles for selecting a financial planner. Trust and transparency with your advisor so you are comfortable sharing your life stories. Broad base of knowledge – experience coupled with the ability to look at various approaches to solving problems across disciplines. Strong convictions that hold to a core philosophy rather […]
Resolve to Get Your Finances in Shape
Whether it’s trimming your waistline or firming your financial profile, the key isn’t making your list of resolutions, it’s sticking with it! Dickinson Investment Advisors provide planning and investment services that are tailored to our clients’ unique needs and life circumstances, with a goal of achieving wise financial stewardship of their resources in retirement. Through working […]
Private Real Estate – Part 2
[fve]https://vimeo.com/193420103[/fve] Video Transcript Hey folks. Ron Dickinson here at Dickinson Investment Advisors. I’ve put out other videos on investing in private real estate and why I like it, and it has attracted a lot of attention. So I want to give you some follow-up of what we’ve been doing. Alternatives include real estate, business loans […]
Blind Spots in Retirement
[fve]https://vimeo.com/187671571[/fve] Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I would just like to take the time today to share with you a few retirement blind spots. These are things that over the years that people that I’ve had the good fortune to work with have either forgotten we’ve discussed or just not […]
Wealth Management in Basketball Terms
[fve]https://vimeo.com/168861954/[/fve] Video Transcript Hey folks. Have you ever watched the NBA playoffs? There are some astonishing players in action. I once watched a guy hit seven out of eight shots from the half-court circle. That’s amazing! Every team has some all-stars on it. But unless you have five solid players and a good bench, your […]
Basics About Social Security
[fve]https://vimeo.com/163264608[/fve] Video Transcript Hi. Dave Piatkowski here with Dickinson Investment Advisors. We typically get a lot of questions regarding Social Security. In general, we want people to realize a few basics about Social Security. First, Social Security is not a savings account; it’s a pay-as-you-go system. So the people that are currently working are paying […]
Roth IRA Benefits
[fve]https://vimeo.com/161646146[/fve] Video Transcript Hi. This is Dave Piatkowski here with Dickinson Investments. I would like to take a moment of your time to discuss Roth IRAs with you today. I know some of you are probably thinking, “Roth IRAs? I don’t even know what a traditional IRA is exactly.” But the difference between the two […]
Should I Buy Stocks or Bonds?
Ron asks you to think about the following perspective: as of today the interest rate paid on U.S. Treasury bonds is 1.88%. If you buy these bonds and hold them for a full ten years, you could make just under 2%, and you are guaranteed by the government to receive all your money back at the […]
