by Matthew J. Dixon, RFC® | Apr 23, 2025 | Financial Retirement
Social Security benefits play a crucial role in retirement planning, providing a steady income stream for millions of retirees. However, many individuals leave thousands of dollars on the table by not optimizing their Social Security strategies. At TruNorth Advisors,...
by Matthew J. Dixon, RFC® | Apr 16, 2025 | Financial Retirement
Choosing the right financial advisor is one of the most important decisions for your retirement planning and investing. However, not all advisors are held to the same standard. The key distinction is between a fiduciary financial advisor and a traditional financial...
by Matthew J. Dixon, RFC® | Apr 9, 2025 | Financial Retirement
When planning for retirement, many people focus on investments, Social Security, and savings accounts. However, life insurance in retirement is often overlooked as a key financial tool. While its primary purpose is to provide financial protection for loved ones, life...
by Matthew J. Dixon, RFC® | Apr 2, 2025 | Financial Retirement
Planning for retirement is one of the most crucial financial decisions you’ll make. The key to a comfortable and stress-free retirement isn’t just about saving—it’s about keeping more of your money by minimizing taxes and understanding the actual tax...
by Matthew J. Dixon, RFC® | Mar 26, 2025 | Financial Retirement
Achieving a secure and comfortable retirement requires strategic income planning that adapts to changing financial landscapes, especially considering your full retirement age. In 2025, retirees face unique challenges, including market volatility, inflation, and...
