When To Focus On Wealth Management Strategies...

As a Registered Financial Consultant, Matthew Dixon offers people in Seneca, SC, a wide range of services to assist with their retirement strategy and planning. One of his areas of focus is wealth management. Understanding how wealth management factors into your retirement planning can help you to get the most out of your money and save for your future. In general, wealth management is important for those individuals in the Seneca, SC, area with significant levels of savings, investments, and income. This may be from owning a business, having a high-income career, or it can be money obtained through an inheritance or a combination of factors. The Importance of Wealth Management A common mistake for those who have a high income, a large number of assets, or a significant amount of savings is to assume these things will always be in place. However, without wealth management, it is easy for taxes, investment mistakes, and other factors to deplete the wealth, creating financial problems as the individual retires or even before retirement. Working with Matthew Dixon creates a plan for financial management for now as well as the future. This includes how to protect assets, how to reduce taxes, and how to have the money you need to retire when you want. Ideally, anyone with significant savings or income should consult with a wealth management provider. Matthew Dixon offers experience in these areas, including developing retirement income strategies that reduce your current and future taxes, helping you to preserve your assets. Be the first to...

Simple Ways For Young Adults To Start Saving For Retirement...

One of the most effective ways to increase your savings is to take advantage of the power of compound interest. Compound interest provides the opportunity to earn interest on the initial investment and then also earn interest on the interest throughout the life of the investment. Specialists like Matt Dixon, a Registered Financial Consultant in Greenville, SC, work with people of all ages and in all stages of their life to develop effective retirement plans. Unfortunately, many younger professionals and those starting out their careers fail to take advantage of some of the saving options that can help them build their retirement nest egg and even plan for early retirement. Maximize Employer 401(k) Contributions There are many benefits to putting money into an employer 401(k0. This is true even if the employer does not offer matching funds. The money is put into the account pre-tax, which means you pay less today and, with strategic withdrawals in retirement, you can reduce the amount of tax paid on the investment. Consider Investment Opportunities One common mistake advisors like Matt Dixon see is a failure of young adults to take advantage of investment opportunities outside of 401(k). The Roth IRA offers the option to invest after tax and allows you to withdraw in retirement completely tax-free. Another investment for those in Greenville, SC, can be specific types of insurance. For example, disability insurance can protect your retirement savings in the event you cannot work. Life insurance is another consideration, and a whole life insurance policy can build equity over time with low monthly payments. There are multiple options Matt Dixon can discuss based on your current income and goals. It is never too early to start saving for your retirement, and getting started today is a wise...

Benefits of a Predominant Use Study...

Businesses can qualify for tax exemptions for many things, including energy and water usage in some situations. A predominant use study is required to qualify for these exemptions and must be repeated at regular intervals to maintain tax exempt status. Understanding the benefits of these studies will help you make the right decision to save money for your company. Qualify for Tax Exempt Status The primary reason to consider a predominant use study is to determine whether your energy and water use qualifies your company for tax-exempt status. During this study, the professionals will evaluate your current energy use and the percentage toward permitted processes. Not all water and energy use qualifies you for local, state, or federal tax exemptions. It’s their job to help you determine whether you can claim this tax exempt status. Improve Your Energy Management In addition to providing the tax-exempt status you need to reduce your operating costs, a predominant use study can help you improve your overall energy management. Understanding how your business uses energy is invaluable in helping you make better decisions to reduce your impact on the environment and your operating costs. Documentation for Future Use After a predominant use study, your company will receive the necessary documentation to prove your tax exemption status. While you don’t need this documentation for your current utility provider once you have proven you qualify, it can be useful for other purposes in the future. If you switch utility companies to reduce your costs, you need to provide your tax exemption certificate to get the discounts from your new provider. You will also need to show documentation if you move locations, expand your business, or change ownership. Resource Box: If your business needs a predominant use study, visit the B....

Plan For The Future With Retirement Financial Advisors In Orlando, FL...

Planning ahead can be difficult at times. With so much going on in our lives, looking toward tomorrow can be difficult enough. But the most responsible among us have to look well past tomorrow and toward our retirement. That is why making use of retirement financial advisors in Orlando, FL can be so beneficial. Together, you can work toward goals that are specific to you. Planning for your retirement in a way that only you can. How a Financial Advisor Can Help You Retirement financial advisors in Orlando, FL can help you to better manage your money now so that you can live the way you want in the future. A Certified Retirement Financial Advisor In Orlando, FL is able to assess your goals for the future and devise a plan to best achieve those goals. They sit down with you to take a close look at what you want for the future. How much money is needed for retirement can differ for everyone based on lifestyle, geographical area, and so many more factors. An Experience Tailored to You For those reasons and more, it is important to have a financial advisor in your corner. They can help to tailor your retirement plan so that it feeds your needs specifically. Any of the goals that you have for retirement can be achieved. It is just a matter of the right planning, the right saving, and the right guiding hand in your corner. Be the first to...

Retirement Income Planning with Matthew Dixon of Seneca, SC...

Financially planning for retirement is one of the most important decisions a person can make. Whether through investments, IRAs or other forms of monetary backing, ensuring the future is secured allows people to enjoy their lives without the burden of what’s to come in their senior years. When taking on this type of planning, it’s important to have a financial planner who understands your needs and works hard to ensure the prosperity of you and your family. In Seneca, SC, Matthew Dixon is that strategist. Wealth Management If you find yourself with wealth due to investments and hardwork, seeking assistance with wealth management is key to securing retirement. Matthew Dixon of Seneca, SC, and his team excel in this area. With their help, planning, retirement income strategies and tax efficient ways of securing a legacy and a comfortable future can be achieved through processes unique to each individual’s circumstance. These steps allow for both peace of mind and relief of burden when the retirement time comes for you and your family. Future Planning When looking ahead to the future, Matthew Dixon of Seneca, SC, understands there’s more involved than simply living comfortably. Through careful discussions and planning sessions, he helps not only plan for retirement, but secure the assets and money you wish to leave behind for family, friends and causes that are special to you. He takes the time to discuss each aspect of your estate to ensure your legacy is remembered as you see fit. For more information on Matthew Dixon or TruNorth Advisors of Seneca, SC, visit their website or call 864-882-9859. Be the first to...

Why Couples Can Benefit From Meeting With a Financial Advisor in Asheville...

One of the leading causes of divorce is issues with money. When couples cannot agree on how to save or spend money, this can lead to misunderstandings, hurt feelings, distrust, and other negative emotions that will eventually end the marriage. However, when a couple takes the time to get on the same page financially and work together, not only will they enjoy a more peaceful marriage, but they are more likely to enjoy financial security and happy retirement. TruNorth Advisors in Asheville, NC, works with couples who are interested in enjoying being financial security now and in the future. A three-step approach is used to help couples who would like to avoid money problems. First, Matthew Dixon or another financial advisor on the team will listen to the couple as they describe what their ideal retirement looks like. He will work with the couple as they lay out their current financial situation. The final step is to draw up a customized plan that will help the couple make their ideal retirement a reality. Couples often appreciate the fact that when they visit TruNorth Advisors in Asheville, NC, they do not feel any pressure throughout the process. Matthew Dixon answers all their questions because he has a vast knowledge of the financial industry. He has been working in this field for more than eight years. He may be able to help them save money on their taxes on different assets or get the most amount of money for their retirement. Be the first to...