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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Important items to consider when purchasing condo insurance.
Simple steps may help you foil hackers and protect your privacy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.