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Dickinson & Donley

1177 Louisiana Ave., Suite 203


Winter Park

,

FL

32789

Phone:

3212828440

Fax:

407-657-3707

E-mail:

Neil H. Resnik, LUTCF

Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the potential value of working with professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Stanley A. Dickinson

Describes financial burdens associated with end-of-life care and funerals.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Reviews the downgrade from Aaa to Aa1 and possible market effects.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator can help you determine how soon you can pay off your mortgage.

Determine whether you should consider refinancing your mortgage.

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