Dickson & Associates was founded in 1988 under Harry E. Dickson. We are a family based business that considers our clients part of our family. Karin (Julie) King took over the business from her father in 2015. She continues to implement the same methods and values as her father did for over 30 years. Julie represents over twenty of the premier "A" rated companies to enhance her clients optimum performance.
She is one of the top performing agents agents in the country and the Northwest Indiana region. Dickson & Associates is honored to service over four thousand clients and we are looking forward to helping you secure your future financial security. As scary as the world is today, we gained the much needed sense of security to begin our new journey.
She is one of the top performing agents agents in the country and the Northwest Indiana region. Dickson & Associates is honored to service over four thousand clients and we are looking forward to helping you secure your future financial security. As scary as the world is today, we gained the much needed sense of security to begin our new journey.
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An annuity is a long-term investment that is issued by an insurance company designed to help protect you from the risk of outliving your income.
Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.
An annuity can help you save additional money for retirement once you've maxed out other tax-favored investments.
There are several types of annuity products available to choose from.
Whether you're looking for income options, legacy planning tools or spousal protection, your advisor can tailor a plan to meet your specific goals.
Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.
An annuity can help you save additional money for retirement once you've maxed out other tax-favored investments.
There are several types of annuity products available to choose from.
Whether you're looking for income options, legacy planning tools or spousal protection, your advisor can tailor a plan to meet your specific goals.
An IRA lets you set aside funds today for use in your retirement, up to an annual limit.
IRAs can be set up at a variety of financial institutions, with funds placed in interest-bearing accounts, investment funds such as mutual funds or bond accounts, or a combination of all of these.
The most common type of IRA, the traditional IRA, lets you set aside money on a pre-tax basis-meaning you deduct your annual contribution to the fund from the taxable income you report on your federal income tax return.
IRAs can be set up at a variety of financial institutions, with funds placed in interest-bearing accounts, investment funds such as mutual funds or bond accounts, or a combination of all of these.
The most common type of IRA, the traditional IRA, lets you set aside money on a pre-tax basis-meaning you deduct your annual contribution to the fund from the taxable income you report on your federal income tax return.
When you start thinking about life insurance, odds are you're thinking about protecting your family both now and in the future.
And that's a great place to start.
But life insurance can do so much more.
While everyone can benefit from life insurance, you may want to consider one type more than another at different points in your life.
We're here to help you figure that out.
Our expert personal guidance, flexible options, convenient ways to pay, and stable track record make us the company to turn to when you're ready to start thinking about it.
And that's a great place to start.
But life insurance can do so much more.
While everyone can benefit from life insurance, you may want to consider one type more than another at different points in your life.
We're here to help you figure that out.
Our expert personal guidance, flexible options, convenient ways to pay, and stable track record make us the company to turn to when you're ready to start thinking about it.
Starting down the path to saving for your retirement may be easier than you think: Begin by enrolling in your 401(k), 403(b), or other available workplace savings plan.
That's it.
You don't have to be a financial guru.
It won't take long at all to set up.
When you start saving for retirement, aim for an amount that's manageable (perhaps whatever's needed to meet your employer contribution, if one is offered.)
Then, challenge yourself to save 1% or more each year toward retirement.
While 1% is a small percentage of your annual earnings, after 20 or 30 years it can make a big difference in your total savings.
That's it.
You don't have to be a financial guru.
It won't take long at all to set up.
When you start saving for retirement, aim for an amount that's manageable (perhaps whatever's needed to meet your employer contribution, if one is offered.)
Then, challenge yourself to save 1% or more each year toward retirement.
While 1% is a small percentage of your annual earnings, after 20 or 30 years it can make a big difference in your total savings.
Gain a sense of achievement and maybe even some momentum to creating a plan for living out your dreams in retirement.
Exploring retirement spending at a deeper level, that is beyond just assuming that annual expenses increase annually with inflation, is an important part of a financial plan for a retiree.
Your current age and expected retirement age create the initial groundwork of an effective retirement strategy.
The longer the time between today and retirement, the higher the level of risk your portfolio can withstand.
Exploring retirement spending at a deeper level, that is beyond just assuming that annual expenses increase annually with inflation, is an important part of a financial plan for a retiree.
Your current age and expected retirement age create the initial groundwork of an effective retirement strategy.
The longer the time between today and retirement, the higher the level of risk your portfolio can withstand.
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