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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The item most homeowners forget on their home improvement project checklist is insurance.
There are ways to improve your physical fitness without denting your fiscal fitness.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What’s the deal with your yearly free credit report?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.