Ashley Bleckner

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Personal Finance, Retirement, Lifestage Based Planning
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“Ashley Bleckner, Financial Advisor at RS Crum, is passionate about helping people make good financial decisions, both on the investment side as well as other financial planning areas. ”
Firm:

RS Crum, Inc.

Job Title:

Financial Advisor

Biography:

Ashley Bleckner is an Advisor with RS Crum and also works in collaboration with a number of the lead advisors in the areas of financial planning and client service. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. Ashley and the team has a mission to help people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress.

Prior to committing to RS Crum, Ashley spent over three years with a wealth management firm based in Toledo, Ohio serving as a Client Relationship Manager where she helped develop, coordinate, and implement financial plans and manage day-to-day client requests. Ashley takes great pride in her client relationships. Actively involved in the community, Ashley is a member of the Orange County FPA and CalCPA. Ashley has volunteered her time on a number of philanthropic projects, including WomanSAGE, “It’s Your Money,” Alzheimer’s Orange County, and is a co-founder of the Austin Kudzia Scholarship.

Ashley has a passion for travel, education and the arts. She has previously studied in Florence, Italy and has taught several college classes in Economics. Ashley has a Bachelor of Science in Business Economics from Miami University and a Masters of Arts in Economics from Bowling Green State University.

Education:

MA, Economics, Bowling Green State University
BS, Economics, Miami University (OH)

Assets Under Management:

$400 million

Fee Structure:

Fee-Only
Fixed

CRD Number:

6556257

Disclaimer:

R.S. Crum Inc. is a fee-only wealth advisory firm.  Our services are directed primarily toward individuals or families who have accumulated significant net worth.  For information regarding a specific service, please contact one of our advisors. SEC Disclosure:  Investment advisory services offered through R.S. Crum Inc., a registered investment advisor. Treasury Circular 230 Disclosure.  In order to comply with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Privacy Notice.  This message is intended for the person or entity to which it is addressed and contains information that may be confidential or exempt from disclosure law.  You are hereby notified that copying or any use of this communication, except in accordance with its intended purpose, is strictly prohibited.

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    Insurance, Retirement, Retirement Savings
October 2016
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    Investing, IRAs, Stocks
I would like to start investing in dividend stocks with my personal IRA; what is the minimum upfront cost for dividend stocks?
100% of people found this answer helpful

That is wonderful! Dividend stocks can be a great investment in an IRA.

In regards to costs, it depends on the stock(s) you are interested in and the custodian that you use. Here are some things to consider:

  • Account fees - these are usually small, if there is one. Many times after a certain account balance, the fee is waived.
  • Dividend stock price - this is the price that the stock is currently tradinig (will vary throughout the day)
    • Alternative: mutual fund and/or ETF (that holds hundreds or thousands of dividend stocks in one holding) - will have fund exenses, but redcuces risks inherit with inidvidual company
    • NOTE: Avoid load/commission funds
  • Trading costs - these can be small or non-existent depending on the bank/custodian you use

In sum, you can start inviesting in dividends stocks in your personal IRA for relatively low costs.

Feel free to give me a call if you have follow up questions or would like to discuss further.

5 weeks ago
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I am 62 and I've invested a lot into short-term bond funds; should I be moving to cash at this time?
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How can I make a profit on the money that I save all year to pay my property tax?
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Should I sell my rental property?
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May 2018
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I am 65 years old and just purchased a 10-year mortgage; is it wise to withdraw from my 401(k) when I retire in one year to pay off my mortgage?
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last month