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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Building wealth requires protection from the forces of wealth destruction.
Life insurance proceeds are generally tax-free. But not in all cases.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Women must be ready to spend, on average, more years in retirement than men.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.