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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Important items to consider when purchasing condo insurance.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Understanding how a stock works is key to understanding your investments.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here's a breakdown of how the federal government spends your tax money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
That big list of dreams and goals isn't the only way to look at your bucket list.