Understanding Today’s Financial Environment
Welcome, I’m Dale Rice, an Investment Advisor Representative in Vancouver, WA. I understand that individuals face unique challenges as they prepare for retirement and/or financial independence. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, or estate planning, our personalized service focuses your needs and financial goals.
My staff has many years of experience in financial services. We can help you address your financial needs of today and prepare you for many years to come. We look forward to working with you through all stages of life.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are some simple and inexpensive energy-saving tips that may help you save money.
For many, retirement includes contributing their time and talents to an organization in need.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?