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War For Your Wallet
There’s a war being waged for your wallet. Fight the urge to splurge. Spend wisely – so you can establish a more secure financial future. Check out this video to learn more about how you can use our...
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Thank You For Giving!
A total of $6,360,907 was given as part of the “Omaha Gives!” campaign on May 21! Contributions were made to 569 nonprofit organizations – including VODEC – through 34,284 gifts. The campaign was...
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VODEC’s Teaching Kitchen
Work has begun on renovation at VODEC’s Council Bluffs location. This remodel is being made possible in part by an Iowa West Foundation grant and also by money that is being raised through Ron and...
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Virginia to Oregon: Come and Hear All About It
Would you like to hear about Ron and Matt’s encounter with a rattlesnake, their trek through three mountain ranges, the beauty of the Grand Tetons, and their ride to the Pacific Ocean? Join Ron on...
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How We Helped a Couple Save a Lot in Taxes
“I want to pay off our debts with some of the money from my 401(k) rollover.” On the surface, that sounded like a noble plan for a couple who I’ll call Bob and Mary. After all, one of our core values...
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How Can You Become Our Client?
1. Learn about “Who We Are,” “Serving You,” and “Are We Right For You?” on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any...
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Inheritance Choices: What Will You Leave Behind?
History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, then President of the United States John Adams wrote to his wife:[1] “I must...
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Our Next Client Event on October 14 – Your Medicare Drug Plan
Did you know that you could save a lot of money according to which Medicare drug plan you choose? We can show you how. Our next client event will be held on October 14, and will feature George...
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Small Ball
The Royals have won their way to the World Series! How have they done it? Primarily, by playing “small ball” – great pitching, great defense, stealing a lot of bases, and timely hitting of singles and...
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Is a 401(k) Rollover Right For You?
Do you have a 401(k) from a previous employer? Do you know what your options are regarding that 401(k)? We can help you to evaluate what is best for you. When you leave a job and you don’t want to...
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Please Come to Our Christmas Open House on December 4
Come join us for our Christmas Open House on Thursday, December 4, from 4:00 to 6:00 p.m. You will be able to enjoy some tasty food, Christmas music, and good conversation with our team here at...
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Thanksgiving Day is Our Dependence Day
William Jennings Bryan stated, “On Thanksgiving Day we acknowledge our dependence.” It is right and good to celebrate our Independence Day as the time in our history when we gained release from...
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Stay on Guard with Your Online Shopping
Cyber Monday is the biggest online shopping day of the year, which means it is also the single biggest opportunity for criminals to steal cash, personal information, and credit card numbers. Crooks...
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Stay on Guard with Your Online Shopping
Cyber Monday is the biggest online shopping day of the year, which means it is also the single biggest opportunity for criminals to steal cash, personal information, and credit card numbers. Crooks...
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You Are Invited To Our “Forecast 2015″ Client Event!
Ron Dickinson will be providing analysis and commentary regarding the markets at our “Forecast 2015″ client event for our clients and their guests. This event will be held on Tuesday, January 27, at...
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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...
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1040 Tax Calculator
The strategic partnership between Dickinson Investment Advisors and Dickinson & Clark CPAs, PC provides the value of making one stop for your tax guidance and retirement planning. Check out the...
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April 18-25 is Money Smart Week
Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of hundreds of...
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You Are Invited To Attend Our Estate Planning Seminar
Jennifer Carlson, an estate planning attorney, will be speaking at our next client event. She will be making a presentation concerning wills, trusts, and other related estate planning issues. This...
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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...
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