by Matthew J. Dixon, RFC® | Sep 3, 2025 | Blog, Financial Retirement
Retirement is often envisioned as a time of freedom—traveling, spending more time with family, and focusing on the activities they love. Yet one critical factor can alter these expectations: the rising cost of healthcare expenses, particularly long-term care services....
by Matthew J. Dixon, RFC® | Aug 12, 2025 | Blog, Financial Retirement
Retirement often marks a new beginning. For many, it’s the time to explore passions, prioritize well-being, and enjoy the fruits of a lifetime of planning. But life rarely moves in straight lines. Some of the biggest transitions—such as divorce, remarriage, moving to...
by Matthew J. Dixon, RFC® | Jul 30, 2025 | Blog, Financial Retirement
Retirement planning involves more than managing investments and income. A comprehensive estate plan should also address the possibility of incapacity and the need for others to make financial and health care decisions on your behalf. Two foundational tools in this...
by Matthew J. Dixon, RFC® | Jul 23, 2025 | Blog, Financial Retirement
Healthcare is one of the most significant—and often underestimated—expenses in retirement. Even with Medicare coverage, out-of-pocket medical costs, insurance premiums, and long-term care expenses can meaningfully impact financial security in later life. This blog...
by Matthew J. Dixon, RFC® | Jul 16, 2025 | Blog, Financial Retirement
Social Security benefits form a cornerstone of retirement income for millions of Americans. Yet, confusion about when and how to claim these benefits often leads to costly misconceptions. Even though information is abundant, myths about Social Security still...
