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.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Here's a breakdown of how the federal government spends your tax money.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the economy's cycles can help put current business conditions in better perspective.
Ascertaining the value of your business is important for a variety of reasons.
It's important to make sure your retirement strategy anticipates health-care expenses.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work in 2012 to pay federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are nearly 1,200 ETFs available. Should you invest in them?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When do you need a will? The answer is easy: right now.