by Matthew J. Dixon, RFC® | Jun 18, 2025 | Blog, Financial Retirement
Planning for retirement is one of the most important financial milestones in life. But even with the best intentions, many retirees and pre-retirees fall into traps that can undermine decades of hard work. In the evolving landscape 2025, with increasing longevity,...
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,...
