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® | 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 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,...
