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 […]
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 […]
You Don’t Have To Walk Alone
Planning for your financial future is a journey that you don’t have to take by yourself. Ron, Dave, and our team want to understand what it’s like to walk in your shoes so we can be of help to you in your journey through life. Watch this 2-minute video to see how we can assist you with your financial planning, tax […]
Spend Less Than You Earn
Check out this educational video that you can share with your adult kids and grandchildren. Spending less than you earn is the golden rule of personal finance. It’s the first step to developing a real financial strategy. This video encourages you to… Get educated about your money. Find ways to […]
Watch This Video About Retirement Income
To retire right, you need to know what to do with what you have saved. Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your retirement dreams and your financial preparations to realize […]
We Provide Retirement Planning That’s Tailored For You
Watch this video to learn how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.
