SCV Financial Insurance | Are You Making These Cash Mistakes? | New York Life Insurance | LA DFW SFV

www.aprildixon.com A majority of Americans reported cutting back on their spending in 2009.  Fifty-six percent said they were eating in restaurants less often, 59% were spending less on vacations, and 36% postponed an auto purchase.  In all, 76% said they had cut back in at least one area.  What about you?  You may be cutting back, but are you making some critical mistakes?  Here’s a quick brief to give you some areas to check on for yourself. http://www.aprildixon.com/content.cfm?ContentID=1970 Enjoy my website and don’t hesitate to contact me if you have any questions.

SCV Financial Insurance | Maximizing Your Insurance Benefits: Protection from taxes | New York Life Insurance | LA DFW SFV

www.aprildixon.com | Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps are determining the appropriate ownership of your policy and selecting a proper beneficiary. Although there are other alternatives, a life insurance trust can help avoid potential threats to the policy’s proceeds.  For more…read my article and enjoy my website!  http://www.aprildixon.com/content.cfm?ContentID=47

SCV Financial | Small Businesses Offered Rare Health Insurance Incentives | New York Life Insurance and Financial Services | LA Dallas DFW

www.aprildixon.com The financial crises has us all reeling.  Add the health care reform on top of it, and business owners don’t know which way to turn.  How do you make sense of this mess and will it spell disaster for the pulse of this great nation:  small business owners.  Well, the good news is…it’s not all bad news.  Much attention has been focused on the fees and taxes that mid-size and large employers will face as the Patient Protection and Affordable Care Act begins to take effect over the next few years. However, many of the precious few incentives for employers in the health insurance legislation are targeted toward small business.Take a look at this overview of the incentives offered for small businesses amidst all this confusion.  http://www.aprildixon.com/content.cfm?ContentID=2352

Financial Tools SCV | “Where Does All the Money Go?” | New York Life | SFV LA Dallas

From SCV to LA to Dallas and across the country…yet another resource from www.aprildixon.com! Where does all the money go? An itemization of your living expenses may help you budget better and plan for future expenses. Use this calculator to help you recall and itemize your living expenses http://www.calcxml.com/do/bud02?skn=263 After all, you can’t start building a financial foundation if you don’t even know how many bricks you’ve got!

Financial SCV | “Get Ready For Earnings Season” | New York Life | SFV LA

Investing is tough enough! Find out why companies try to shape perceptions of quarterly results in this week’s newsletter:  http://www.aprildixon.com/content.cfm?ContentID=1771

We hear all sorts of stories and opinions when major corporations release their earnings.  Make sure you understand the underlying motives and learn what to look for behind the smoke and mirrors.  My job is to help make sense of things in your financial world.  I hope this helps!  Learn more at my website:  www.aprildixon.com

Financial Education SCV | “Tax Strategies: Start With the Basics!” | New York Life

www.aprildixon.com  Greetings Santa Clarita/Valencia!  Well, we all love to complain about taxes, but do we all really understand the facts?  You CAN have some control over your tax situation with the proper education.  Take a moment to learn some of the basics.  Knowledge is power!  The following e-seminar will help you learn the basics in tax lingo, tax strategies and how you can begin to best position yourself.  It’s not to be missed!

Click here to go to the brief seminar and then feel free to learn more at my website:  www.aprildixon.com  Have a wonderful week everyone!

Insurance and Financial SCV | “Life Insurance: Bereavement Resources For Children” | New York Life

Happy Independence Day Santa Clarita!  www.aprildixon.com

Our lives are busy and it’s so easy to get caught up in our day to day activities and lose sight of what is most important: our family’s happiness and security. We take for granted we will all be here indefinitely and that nothing bad will ever happen. While this is certainly ideal, things do happen that are beyond our control.

Comfort Zone Camp is the nation’s largest bereavement camp. Comfort Zone Camps are offered free of charge to children ages 7-17 who have experienced the death of a parent, sibling or primary caregiver. The camps are held year-round in California, Massachusetts, New Jersey, and Virginia. Comfort Zone plans to expand to Texas in 2011.

Comfort Zone Camps create an environment where grieving children can have fun and break the isolation death often brings, while learning valuable coping skills for their daily lives.

You can learn more at the website:  Comfort Zone Camp

This weekend, we are all taking some time to reflect on the sacrifices that made this great country possible. Let’s also take some time to count our blessings and acknowledge what is most important in our lives today.

SCV Financial | “Don’t Let Disability Cripple Your Family’s Finances” | New York Life

Financial well-being is more than just investments.  It is critical to educate yourself about all aspects of financial health. www.aprildixon.com

You probably understand the important role that life insurance can play in helping provide for your family in the event of an untimely death.  But did you know that a 40-year-old man is three times more likely to suffer a disability than to die?  The risk of disability for a 40-year-old woman is six times greater than the risk of death.  Check out this article to learn more about insuring your income.  Education is the first step to success!  Thank you for letting me be of service.  Have a safe holiday weekend!

SCV Financial Retirement | “Save the Date: Important Milestones” | New York Life

Hello SCV!!!  From my site: www.aprildixon.com — It has been said that wisdom comes with age.  However, as a counterpoint, someone once said, “Sometimes age just shows up all by itself.”¹ Either way, one thing that does come with age is eligibility for retirement benefits. There are several key retirement milestones tied to specific birthdays or ages. Take this quiz to see how “wise” you are when it comes to these important birthdays. http://www.aprildixon.com/content.cfm?ContentID=2176

Good Luck!

1) ThinkExist.com, 2010 (quote is by Tom Wilson)

Financial SCV | “Will You Have Enough Money to Retire?” | New York Life | SFV

www.aprildixon.com Maintaining a lifestyle in the SCV can be challenging…especially once you stop working.  Will I have enough money to retire?  That’s the #1 question most Americans are asking themselves today.   Can I count on Social Security?  How much money will I need to save before I stop working?  Click here for a powerful e-seminar to address the questions:   http://www.aprildixon.com/content.cfm?ContentID=501 You only get one shot at retirement…don’t you want to do it right?!