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...
by Matthew J. Dixon, RFC® | Jul 9, 2025 | Blog, Financial Retirement
Retirement is often envisioned as a time of financial peace and personal freedom. Yet, even in this new chapter, retirees must navigate a range of tax and income rules—among them, Required Minimum Distributions (RMDs). Understanding the role of RMDs in retirement...
by Matthew J. Dixon, RFC® | Jul 2, 2025 | Financial Retirement, Investing
In retirement, managing income stability while preserving capital becomes a top priority. Bonds, often referred to as fixed income investments, play a foundational role in retirement portfolios. However, while they offer income and relative stability compared to...
