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.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It's important to make sure your retirement strategy anticipates health-care expenses.
How to help determine life insurance needs to provide for your family after you pass away.
Military families face unique challenges, making personal finance even more critical.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.