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4 Signs You Need To Meet With Matt Dixon, RFC

It is very common for people in Greenville, SC, to spend most of their life dreaming of retirement but failing to actually plan for retirement. This is a phenomenon that is not just found in Greenville, SC, but an issue that occurs all too often all around the country.

Failure to Plan

People assume that retirement is something in the future when they are in their twenties, thirties, and forties. They are busy paying off student loans, buying homes and paying mortgages, getting married, having kids, and then trying to save for their children’s college education.

However, meeting with Matt Dixon, a Registered Financial Consultant, is perhaps the single most important thing to do to ensure your retirement future. Matt Dixon works one-on-one with individuals and couples to create a retirement plan to build the wealth you need to live your life the way you want when you retire.

Signs You Need a Retirement Plan

There are at least four signs that show you need to book a consultation with Matt Dixon. These include:

  • Reliance on Social Security – Social Security is not designed to provide a full, comfortable retirement. While it is a supplement, it is limited in monthly income.
  • No plan – while simply putting some money into an investment account is better than nothing at all, not having a plan can result in lost opportunities to maximize your retirement.
  • Not using matching 401k options – not taking full advantage of employer matching options in a 401k plan limits you from doubling your savings.
  • Investing without a strategy – investing is not a short-term plan. Working with a financial advisor allows you to choose the right investments for your specific retirement needs.

Talking with a financial advisor once a year helps to keep your retirement plan on track.

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