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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A letter of instruction provides additional and more personal information regarding your estate.
To choose a plan, it’s important to ask yourself four key questions.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.