Roth vs. Pre‑Tax 401(k) in Your 50s & 60s: How to Maximize Retirement Income
In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or pre-tax?
February 19, 2026 No Comments
Category: Retirement
The Smart 2025 Year-End Money Review
As the year wraps up, it’s the perfect chance to step back and make sure your financial plan is aligned, optimized, and ready for the year ahead.
November 20, 2025 No Comments
Tax Changes, Roth Moves & Renting in Retirement
What does the newly signed One Big Beautiful Bill (BBB) really mean for your taxes and your future?
July 24, 2025 No Comments
The Big Beautiful Bill: What It Really Means for Your Taxes
What’s all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there’s a lot of noise, but very little that’s finalized. Matt walks through the latest version of the Senate proposal, what it could mean for taxpayers, and why the only smart move right now is to stay informed and stay patient.
June 19, 2025 No Comments
What Should You Actually Do When the Market Drops?
The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit?
May 15, 2025 No Comments
Smart Strategies for Real Estate and Retirement
Matt shares insights from working with four different clients who are each navigating the complexities of selling, buying, or relocating.
April 17, 2025 No Comments
Madness in March: Market Volatility & Tax Season
As we dive into the heart of March Madness, the excitement of college basketball isn’t the only thing making headlines; the financial markets are also experiencing their own form of madness.
March 20, 2025 No Comments
Savings Strategies and Tax Refunds
Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending.
February 13, 2025 No Comments
Where To Invest In 2025
Everyone wants to get advice or guidance when it comes to investing, and a recent Wall Street Journal article featured ten different experts’ predictions for 2025.
January 16, 2025 No Comments
Setting Financial Planning Goals for 2025
In this episode, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.
December 19, 2024 No Comments