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...
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...
