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...
by Matthew J. Dixon, RFC® | Jun 25, 2025 | Blog, Financial Retirement, Investing
The economic landscape in 2025 continues to be shaped by high-interest rates, a lingering response to years of inflationary pressure and central bank tightening. While rising interest rates pose challenges, they also create new opportunities—especially for retirees....
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...
