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Improving The Retirement Experience of Our Clients Since 1968

Ricker Retirement Specialists is a financial planning and investment firm specializing in retirement planning. Our CERTIFIED FINANCIAL PLANNERtm professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan. We focus on working with near-retirees--individuals age 55 and older or within 10 years of retirement.

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Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.


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Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

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It's important to understand how inflation is reported and how it can affect investments.

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Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Apps that help small business owners better manage and grow their business.

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Historical Inflation

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how much you have the potential to earn during your working years.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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When should you take your Social Security benefit?

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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