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.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Don't let procrastination keep you from pursuing your financial dreams and goals.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
Three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?