by Matthew J. Dixon, RFC® | Jun 11, 2025 | Blog, Financial Retirement
For many retirees, a home isn’t just a place to live—it’s one of their most valuable assets. As you move through retirement, especially in high-cost area, tapping into your home equity can be an option for covering major expenses, supplementing income, or preparing...
by Matthew J. Dixon, RFC® | Jun 4, 2025 | Blog, Financial Retirement, Investing
With retirement on the horizon or already underway, creating a reliable, long-term income strategy is essential. One financial product often at the center of this discussion is the annuity. While some see annuities as a reliable source of guaranteed income, others...
by Matthew J. Dixon, RFC® | May 28, 2025 | Blog, Financial Retirement, Investing
Planning for retirement is about more than just building retirement savings—it’s also about protecting your income with the help of a tax advisor from excessive taxation, especially concerning individual retirement accounts. Many retirees are surprised to find that...
by Matthew J. Dixon, RFC® | May 21, 2025 | Blog, Financial Retirement, Investing
IRA conversion can be one of the most powerful tools in your retirement planning toolkit—but it’s not right for everyone. In the right circumstances, converting traditional retirement funds into a Roth IRA can provide tax-free income, estate planning benefits,...
by Matthew J. Dixon, RFC® | May 14, 2025 | Blog, Financial Retirement, Investing
As retirement approaches, many individuals focus on savings, investments, and income planning. However, one crucial aspect often overlooked is required minimum distributions (RMDs). For retirees in 2025, understanding and managing RMDs can mean the difference between...
