Your Financial Future
Today’s economic environment presents many challenges
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. With challenges comes opportunities and potential rewards for those who can identify long-term trends.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Carol Dixon through her affiliation with HD Vest
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Term insurance is the simplest form of life insurance. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Currency has been around for a long time. Here’s a quick history lesson.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Couples may be able to head off many of the problems in a marriage that money can cause.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know how to set up your financial goals for success? This knight does.