by Matthew J. Dixon, RFC® | Sep 17, 2025 | Blog, Financial Retirement
The traditional model of retirement, built around employer pensions, group health benefits, and regular 401(k) contributions, is evolving. Today, more Americans are earning income through freelance work, contract gigs, rideshare driving, and other forms of...
by Matthew J. Dixon, RFC® | Sep 10, 2025 | Blog, Financial Retirement, Investing
When most people think of estate planning, they consider wills, trusts, property deeds, financial accounts, and intellectual property. But in today’s digital world, that’s only part of the picture. From online banking and cloud storage to digital currencies and email,...
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...
