When Do You Need a Will? Should You Tap Retirement Savings to Fund College? Exit Strategies of the Rich and Famous Will You Pay the AMT?

Understanding Today’s Financial Environment

Welcome, I’m David Dixon, a CERTIFIED FINANCIAL PLANNER in Las Vegas, Nevada. Navigating today's world of finance can be challenging. Individuals and families face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. It is my mission to help clients create streams of income and avoid retirement planning disasters. Our investment approach is radically different in that we suggest investing to achieve a mix of different income streams as opposed to chasing phantom appreciation. You want income you can reinvest, not complexity.

With over 25 years of financial planning experience and nearly $100 million under management, we pride ourselves on putting the needs of our clients first. We can help you address your needs of today and plan for your needs in the future. We look forward to working with you and invite you to spend time on our website in order to get better acquainted with us and feel free to call us at (702) 982-2479.

 

Helpful Content

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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