Ricken Financial, LLC

Welcome to Rickenfinancial.com - Here, you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

Our clients are conservative and are focused on one common goal - a stress-free retirement.

We hope your visit will help you get to know us better and learn about opportunities and potential rewards that are available when you proactively plan your retirement future.

We have created this website to help you gain a better understanding of: financial concepts behind retirement planning, maximizing your Social Security benefits, never outliving your income, effective income tax preparation and analysis, alternatives in safe investing, estate planning, asset and identity protection, wealth preservation, and creating a legacy for future generations.  Most importantly, we hope you see the value of working with skilled professional specialists, not general practitioners, to pursue your financial goals.

We provide retirement planning education - to help you learn more about who we are and to expose you to ideas that you may not have heard before.  As you read our profiles, you will understand that we are family-focused. 

We want what is best for you and your family and we take the same approach with all of our clients - work as though we are working on our own and our family's retirement plan.

We will understand your needs, wants, and desires and make recommendations to meet these.  And, we will not recommend anything to you that will not improve your life.

We hope you take advantage of us as a resource and visit our website often - or better yet - come visit us.  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 retirment planning.

Safe Investing,

Gerry Ricken


Roth IRA Conversion

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Should You Open the Door to Closed-End Funds

A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.

Too Good to Be True?

Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

More Newsletters →