Money Mentors

Trump, Tariffs & Taxes

The first few weeks of the new Trump administration has included a flurry of economic activity - but what does the threat of new tariffs and the possibility of extended tax cuts mean for your bottom line? Laurel Steward of Mattson Financial Services helps you break through some of the noise on this week's episode. Let us help you put the focus on your personal economy with a customized retirement review. Schedule a chat now at www.MattsonFinancial.com. 

Retirement Milestones from Your 50s to Your 70s

We think retirement planning should be important at all stages of life, but there are certain ages when key decisions could help determine just how successful you are when you're ready to stop working. This week, Laurel & Taylor Steward of Mattson Financial Services break down the key Retirement Milestones from 50 to 73, and how each step can help you along the journey. If you're hitting one of these milestones and need some help, reach out for a retirement review at www.MattsonFinancial.com. 

Special Tax Series: Tax Forms & Roth Conversions

We kick off our special series on taxes this tax season on what your tax forms might help you address about your retirement tax strategy. Plus, Laurel & Taylor Steward of Mattson Financial Services tackle a question about Roth conversions and income, and help clear up some confusion about conversions versus contributions. Need a second opinion on your retirement tax strategy? Let's talk. Schedule a chat at www.MattsonFinancial.com by clicking on the calendar button. 

5 Issues That Could Impact Middle-Class Retirees in 2025

From continuing high inflation to rising taxes, there's a lot coming at us in 2025. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services break down 5 issues that could impact middle-class retirees the most this year, and how to prepare yourself for them. Start the new year strong with a portfolio check-up. Schedule a chat now at www.MattsonFinancial.com. 

Financial Resolutions for 2025

Made any financial resolutions for the new year? Fidelity says most Americans who have plan to 'live practically,' and are worried about unexpected expenses. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss why that may be the case, and how to achieve some of those practical goals financially. Need a jump start on those dreams, goals and desires? Schedule a retirement chat now at www.MattsonFinancial.com. 

Retirement Do's and Don'ts - And One Never

There are all kinds of things to remember when it comes to retirement, but on this week's list, Laurel Steward and Gerald Green of Mattson Financial Services discuss Kiplinger's list of the 4 Do's and Don'ts of Retirement - plus the one thing they say you should never do. When it comes to your retirement questions, feel free to reach out with yours anytime at www.MattsonFinancial.com. 

Social Security's Full Retirement Age & How It's Changing in 2025

One of the most common questions about retirement is often "When should I claim my Social Security benefits?" On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss the program's full retirement age, how it's changing in 2025 and what to consider when you're making the decision on when to claim your benefits. Plus, we'll discuss the retirement paycheck that's waiting for President Biden when he retires in January! Find more retirement resources at www.MattsonFinancial.com. 

Portfolio Lessons from 2024 to Carry Into the New Year

Despite uncertainty about inflation, interest rates and the election, the market's been pretty resilient in 2024. On this episode, Gerald Green and Corey Davis of Mattson Financial Services discuss the lessons we can take away from Wall Street in 2024 and apply to how we approach portfolio decisions in the New Year. 2025 is also a great time for a portfolio check-up. Schedule yours now at www.MattsonFinancial.com. 

Planning to Live to 100

Living to 100 is not out of the question these days. Just ask Laurel's grandma! On this week's episode, your Money Mentors from Mattson Financial Services discuss the possibility and how to plan for it financially. Need a plan that gets you through the go-go, the slow go and the 'no go' years? Set up a complimentary retirement review now at www.MattsonFinancial.com. 

From Tariffs to Taxes: Financial Planning for the Next 4 Years Under the Trump Administration

Now that we know the outcome of the election, it's time to plan ahead for what might be coming financially under the new administration. This week, Laurel and Taylor Steward of Mattson Financial Services discuss 4 changes that could be coming under President-elect Trump based on what he discussed during the campaign, and how it could impact your finances. Plus, we'll discuss how to tune out some of the market noise and focus on your own strategy. If it's time to review your strategy, connect for a quick chat now at www.MattsonFinancial.com.