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
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
There are ways to improve your physical fitness without denting your fiscal fitness.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Purchasing homeowners insurance is critical for protecting your home.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Even if you’re young and single, you should still consider protecting yourself.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Smart investors take the time to separate emotion from fact.