Insights/ Articles

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

Statement from Jason T. Lambert Regarding Cottonwood Residential, Inc.

By Jeff Dixson | September 27, 2018

Cottonwood Residential, Inc. (CRI) recently sent a letter and Information Statement to common stockholders. On August 1, 2018, the Company executed an agreement to sell approximately $440 million in assets (12 properties) as the first step in recapitalizing the Company in order to repay and redeem the various interests held by FrontRange Capital Partners and Equity Resource Investments, including…

What to Do If Your Term Life Insurance Policy Is About to Expire

By Jeff Dixson | August 30, 2018

One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection you can afford. Many people first purchase term life insurance to protect their family’s financial interests after a significant life event, such as getting married or the birth of a child. You may…

What Are the New Rules for 401(k) Hardship Withdrawals?

By Jeff Dixson | August 24, 2018

The Bipartisan Budget Act passed in early 2018 relaxed some of the rules governing hardship withdrawals from 401(k)s and similar plans. Not all plans offer hardship withdrawals, but the ones that do will be required to comply for plan years beginning in 2019. In order to take a hardship withdrawal from a 401(k) or similar…

Meet Bruce Anderholt

By Jeff Dixson | August 24, 2018

Northwest Financial & Tax Solutions is Growing to Serve You. Jeff and the team are proud to announce the addition of Bruce Anderholt to the advisor team.Bruce joined Northwest Financial & Tax Solutions in January 2018 as a Financial Advisor. Bruce takes care of our clients with retirement & income planning, as well as account…

Have You Made Any of These Financial Mistakes?

By Jeff Dixson | July 20, 2018

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s 1. Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.…

Statement from Jason T. Lambert, Portfolio Manager / Senior Vice President

By Jeff Dixson | May 17, 2018

As many of you may have seen, we have experienced an increase in trading as of last week. In response to technical signals received from W.E. Donoghue, a tactical asset management indicator that we follow and trust, we have moved to a more defensive position in our growth model. What this means is that we…

Trumps Economy is Rolling but Everything Not Rosy for Retirement Savers

By Jeff Dixson | November 17, 2017

Jeff Dixson’s interview with KXL’s Chris Brown from 11/8/17 Now that we’ve reached the one year mark since Donald Trump was elected President, many are reflecting on where we are as a country. Specifically looking at the markets and the economy there is a lot of good news. Over the last 12 months the Blue-chip…

Should I Retire in Portland?

By Jeff Dixson | September 28, 2017

Portland, Oregon is a city that we love to serve. With all the fantastic people, cuisine, and things to do, it’s no wonder so many people are moving to Portland to retire. Portland is perfectly situated one hour’s driving distance from fantastic skiing at Mt. Hood as well as the beautiful sandy beaches of Cannon…

There Are Many Faces Missing on the NFL Gridiron This Year, But For How Long?

By Jeff Dixson | August 30, 2017

Fall, glorious fall! The kids are going back to school, we’ll soon escape the hot sweaty summer days (that we’ll miss in two weeks), and football is back. In fact this week wraps up the NFL’s pre-season, and next week we’ll head into the first game of the regular season. One thing that’s always interesting…