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

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Tax Freedom Day

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Inflation & Retirement

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

A Look at Systematic Withdrawals

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Managing Your Lifestyle

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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