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
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
This worksheet can help you estimate the costs of a four-year college program.
Do you have an estate strategy? You should.
It's important to understand the pros and cons when considering a prepaid debit card.
Here are six flags that may make your tax return prime for an IRS audit.
Military families face unique challenges, making personal finance even more critical.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.