Save For Emergencies
Grandma was right. It’s a smart idea to save some money for a rainy day. The road to financial security isn’t a straight and easy one. Because life has a tendency to wreck our plans at the worst possible times, an important step to building wealth is creating an emergency fund to help you withstand the […]
Get Good Tax Advice
Taxes and inflation are facts of life. In his book 18 Common Sense Rules for Enjoying a Successful Retirement, Ron Dickinson teaches about the value of securing trustworthy tax guidance in conjunction with your retirement planning. (This is the fourth article in the “7 Steps to Financial Security” series.) A Common Objection We hear […]
Choose A Wise Financial Advisor
Experience, ethics and education make a big difference when it comes to picking your financial advisor. (This is the fifth article in our “7 Steps to Financial Security” series.) In my book 18 Common Sense Rules for Enjoying a Successful Retirement, I teach the following principles regarding the decision-making process for choosing your advisory team. Whether you’re […]
Invest For Retirement
A sound investing strategy is what gives you the means to turn your retirement dreams into reality. In my book 18 Common Sense Rules for Enjoying a Successful Retirement, I share my roadmap for folks being able to experience “proven, time-tested investment solutions” for their lives. (This is the sixth article in the “7 Steps […]
Plan To Make Your Portfolio Last Through Retirement
When it comes to planning regarding your assets for retirement, how much is enough? In my book, I explain my approach to developing investment solutions for such a question. (This is the seventh article in the “7 Steps to Financial Security” series.) Establish the Basis for Contentment You will never experience genuine contentment if you […]
Volunteers Live Longer
Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on average more than three billion hours of service in their communities per year […]
Strategic Asset Allocation
Every investment decision involves both risk and reward. This video shows how our asset allocation strategies can help reduce your risk.
Video for Pre-Retirees
You’ve built your nest egg over many years, and you want to enjoy the rewards of your life’s efforts. Watch this two-minute video to learn more about how our planning services can help you to achieve your dreams for retirement.
Your Estate Planning Portfolio
What are the most critical pieces of personal information for you to compile and organize? Jennifer Carlson, an estate planning attorney with the Stuart Tinley Law Firm in Council Bluffs, explains that one of the most caring things you can do for your loved ones is to prepare a portfolio of your important documents. This is […]
An Estate Management Checklist
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have financial documents in place? Certain financial documents can outline your financial wishes. If you […]
