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,...
by Matthew J. Dixon, RFC® | May 14, 2025 | Blog, Financial Retirement, Investing
As retirement approaches, many individuals focus on savings, investments, and income planning. However, one crucial aspect often overlooked is required minimum distributions (RMDs). For retirees in 2025, understanding and managing RMDs can mean the difference between...
by Matthew J. Dixon, RFC® | Apr 30, 2025 | Financial Retirement, Investing
Retirement is a time to enjoy the rewards of decades of hard work, but ensuring financial security requires smart investment strategies for a robust retirement portfolio. With market fluctuations, inflation concerns, and evolving tax laws, retirees in 2025 need a...
by Matthew J. Dixon, RFC® | Apr 16, 2025 | Blog, Financial Retirement, Investing
Retirement is often seen as the finish line of a lifelong financial journey, but it is also the beginning of a new chapter—one where preserving and transferring wealth becomes paramount. Estate planning for retirees is not just about drafting a will; it’s a...
by Matthew J. Dixon, RFC® | Oct 14, 2024 | Investing
Investment planning is a crucial process for managing your finances effectively. It involves setting up a strategy that aligns with your financial goals, risk tolerance, and future needs, ensuring long-term growth and stability. Without a solid investment plan,...
by Matthew J. Dixon, RFC® | Jun 8, 2023 | Investing, Market Commentary
Navigating a market downturn can feel like trying to catch a falling knife, and pinpointing the bottom is no easy feat. But, even if you could, re-entering the market could leave a lasting scar on your long-term returns. Picture, for example, an all-stock (S&P...
