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.Contact Us
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
There are common mistakes you can avoid when saving for retirement.
The year’s end is the perfect time to do these 12 things.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Five creative (and inexpensive) ideas for motivating your employees.
Calculating your potential Social Security benefit is a three-step process.
Earnings season can move markets. What is it and why is it important?
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Recent changes in estate tax laws could affect the strategy you have in place.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.