Skip to content
COMRA  |  (800) 536-8907
Mattson Financial
  • Who We Are
  • Services
    • Our Services
    • Private Wealth
  • Clients
  • We Care
  • Media
    • Media
    • Blog
  • Events
  • Contact
Menu Close
  • Who We Are
  • Services
    • Our Services
    • Private Wealth
  • Clients
  • We Care
  • Media
    • Media
    • Blog
  • Events
  • Contact

Mattson Financial Blog

Are You Prepared for the Future?

  • Post Author:gps
  • Post published:May 4, 2020
  • Post Category:Uncategorized
  • Post Comments:0 Comments

As our client, there’s one thing you probably know for fact: When you take your last breath and leave this world, something of your estate is left over. But is…

Continue Reading Are You Prepared for the Future?

Beyond the Boat: What Is Your Lifestyle Going to Be Like in Each Stage of Retirement?

  • Post Author:gps
  • Post published:April 9, 2020
  • Post Category:Uncategorized
  • Post Comments:0 Comments

As you get ready to retire, you’re probably looking forward to enjoying newfound freedom. In retirement, you won’t have to punch in every day or drive to work in miserable…

Continue Reading Beyond the Boat: What Is Your Lifestyle Going to Be Like in Each Stage of Retirement?

Are Your Accounts Really Up to Date? What You Need to Do for Your Heirs

  • Post Author:gps
  • Post published:March 3, 2020
  • Post Category:Uncategorized
  • Post Comments:0 Comments

Do things really happen in threes? This was a question we asked ourselves earlier this year. We were surprised, shocked, and saddened when we learned of the passing of three…

Continue Reading Are Your Accounts Really Up to Date? What You Need to Do for Your Heirs

We’ll Always have Steak and Lobster: A Dinner to Remember

  • Post Author:gps
  • Post published:February 4, 2020
  • Post Category:Uncategorized
  • Post Comments:0 Comments

Generally, I don’t like to pass along personal client stories unless I have specific written consent by the client. Recently, a client asked me to share their story — a…

Continue Reading We’ll Always have Steak and Lobster: A Dinner to Remember

“One Of The Biggest Disasters Facing Retirees” as featured on Forbes.com

  • Post Author:gps
  • Post published:December 18, 2019
  • Post Category:Uncategorized
  • Post Comments:0 Comments

You’ve turned in your notice. You have your last workday scheduled. You’ve started moving your assets to a new advisor, who has assured you that your portfolio will perform, and…

Continue Reading “One Of The Biggest Disasters Facing Retirees” as featured on Forbes.com

ARE YOU REALLY PREPARED FOR RETIREMENT? One More Thing to Consider

  • Post Author:gps
  • Post published:December 4, 2019
  • Post Category:Uncategorized
  • Post Comments:0 Comments

As you sit by the warm fire and look out the window at the snowfall — perhaps with a cup of hot cocoa — consider the following question: Are you…

Continue Reading ARE YOU REALLY PREPARED FOR RETIREMENT? One More Thing to Consider

One of the Most Common Disasters Faced by Retirees Today

  • Post Author:gps
  • Post published:November 13, 2019
  • Post Category:Uncategorized
  • Post Comments:0 Comments

You’ve turned in your notice, you have your last workday scheduled, and you’re set up to move your assets to a new advisor. The new advisor has assured you that…

Continue Reading One of the Most Common Disasters Faced by Retirees Today

Giving Back and Getting More from Your Charitable Contributions

  • Post Author:gps
  • Post published:September 12, 2019
  • Post Category:Uncategorized
  • Post Comments:0 Comments

My daughter, Tracy Dahms, is involved in the National FFA Organization and teaches agricultural sciences and biology with the Saranac School System. Here, she is pictured with me next to…

Continue Reading Giving Back and Getting More from Your Charitable Contributions

Do We Change for Change, or Do We Change for the Better?

  • Post Author:gps
  • Post published:September 12, 2019
  • Post Category:Uncategorized
  • Post Comments:0 Comments

At age 90, my mom finally got a cell phone with texting capability. She decided to get a cell phone because she heard this technology would allow her to connect…

Continue Reading Do We Change for Change, or Do We Change for the Better?

Underperforming Assets: Have you Tuned in to Diversity?

  • Post Author:gps
  • Post published:September 12, 2019
  • Post Category:Uncategorized
  • Post Comments:0 Comments

Recently, a client came to me wanting to talk about his portfolio. He had concerns that some of his assets were underperforming. This surprised him because he thought the market…

Continue Reading Underperforming Assets: Have you Tuned in to Diversity?
  • Go to the previous page
  • 1
  • 2
  • 3
  • 4
  • 5
  • Go to the next page

Blog Categories

  • Clients
  • Finances
  • Insurance
  • Investments
  • Legacy Planning
  • Retirement Planning
  • Tax Strategies
  • Uncategorized
Office Location:
3226 28th Street SE
Kentwood, MI 49512
Toll-free: (800) 536-8907
Direct: (616) 514-3831
Fax: (616) 805-5348

Disclaimer | Privacy Policy

  • Privacy Policy
  • Home
  • Who We Are
  • Our Services
    • Private Wealth
  • Clients
  • We Care
  • Media
    • Blog
  • Events
  • Contact
  • Advisory services are offered by Mattson Financial Services, LLC, an SEC Investment Advisor. Insurance products and services are offered through Lakeview Financial Group, LLC, an affiliated company. Mattson Financial Services, LLC and Lakeview Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

    All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

    Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Any references to protection benefits or lifetime income generally refer to fixed insurance products.

    Please see the Firm Brochure CRS for conflict-of-interest disclosure.

    The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Gary Mattson or Mattson Financial Services is stated or implied.

    For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

    890463-0321