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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Can you keep up with your children’s mobile slang?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Calculating your potential Social Security benefit is a three-step process.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.