Insights/ Articles

"Education is the foundation of better financial decisions" - Jeff Dixson

Three Things a Retiree Must Understand

By Jeff Dixson | August 10, 2017

In a conversation with a prospective client, some things came up that can serve as a lesson to many retirees and pre-retirees. Let’s call the guy “George”. George had expressed interest in our radio show and had called in. George told me that he’d been with a financial firm for decades. The firm, based in…

Don’t Let “FOMO” Sabotage Your Investment Plan

By Jeff Dixson | August 2, 2017

The term “FOMO”, which stands for “Fear of Missing Out”, explains the uncomfortable feeling people have when something good is happening that they’re not a part of. With the DOW Jones, S&P 500 and NASDAQ in the headlines constantly for hitting record highs, many are experiencing FOMO for not participating more in the run up.…

Retirement Risks: Sequence of Returns Risk

By Jeff Dixson | July 27, 2017

Listen to Jeff Dixson’s interview about this subject with KXL FM 101.1’s Jim Ferretti- Aired 7/26/17 A significant risk facing retirees today that is often overlooked When we’re contributing to our retirement accounts on a consistent basis, we’re making systematic purchases. We buy when the market is up and we buy when the market is…

More Money, More Problems

By Jeff Dixson | July 21, 2017

Lessons to be learned from Celebrities’ Money Troubles You often hear it said “more money, more problems”. That phrase rings true with many celebrities today. Celebrities are constantly in the public’s eye, and face criticism about how they act, what they wear and how they handle their money. While their extravagant lives can seem unrelatable…

To Index, Or Not To Index, That Is the Question

By Jeff Dixson | July 13, 2017

In the past decade, there’s been a seismic shift from active to passive management with index funds and ETFs that track the market. With this overwhelming shift from active to passive management, should you hop on the passive investing route, or seek out something more active? The main reason investors have been flinging money into…

Do You Have a Plan For Your Last 8,000 Days?

By Jeff Dixson | July 6, 2017

We are living longer and spending a longer period of time in retirement than ever before. As medical science has advanced, our year-round access to organic produce has increased and our lives have gotten less physical with technology, people continue to live longer and longer. This increased lifespan has had a profound effect on how…

Unexpected Layoff – Blessing in Disguise?

By Jeff Dixson | June 28, 2017

People make plans for retirement- “I’m going to work until 65 and call it quits, enjoy my life, golf more, spend time with the grandkids, travel the country or the world!” However, if an unexpected layoff happens, life can be thrown up in the air. Whether you’re in your 40’s, 50’s or even 60’s, an…

Do you have an investment policy statement?

By Jeff Dixson | June 14, 2017

That question isn’t considered by most investors, but it should be. An investment policy statement is a formal written policy that indicates how you want your money managed and why it’s being managed in that way. Typically it’s interchangeable with the term “financial plan”, however it differs in one significant way; a financial plan typically…

Why Retirement Planning is Like Mapquest

By Jeff Dixson | June 7, 2017

When you go onto Google or Mapquest to get directions it typically asks you two things: 1) Starting location 2) Ending destination Often in the financial industry prospective clients sit down with an advisor who quickly begins proposing “roads to take” without fully nailing down and understanding their starting point and ending destination. These “roads…

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services through Madison Avenue Securities, LLC (MAS) to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.