Mattson Financial Blog

Recent Posts

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

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 really prepared for retirement? Your trust is set up, your will is updated, and all of your retirement accounts are working just as you’d hoped…. View Article

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One of the Most Common Disasters Faced by Retirees Today

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 your portfolio will perform, and you will not run out of money later in life. All set, right?  Wrong! You may have just accidentally set… View Article

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Giving Back and Getting More from Your Charitable Contributions

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 a sign recognizing the “Grand Champion of Giving” as part of the Feeding America program, a program that benefits local 4H and FFA programs as… View Article

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

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 with her grandkids and great-grandkids directly. I was with her when she got the phone. She asked my opinion on which phone to get, so… View Article

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Underperforming Assets: Have you Tuned in to Diversity?

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 had been performing well this year — and he assumed his investments would follow suit. Many people look to the Dow Jones Industrial Average as… View Article

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This is My Turn — Making Changes to Immigration

How can we fix the state of immigration in our country? While it is a complex subject with countless opinions, there are steps that can be done to change things, especially as they relate to taxes and health care. What do I mean? Consider the following … All migrant and foreign workers must obtain a… View Article

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How Will You “Pay It Forward” to the Next Generation?

I recently had the opportunity to sit down with a sixth-generation business owner. During our conversation, we talked about their legacy and what they hoped to leave to the next generation. Many people feel they are not rich enough or have enough assets to develop a lasting legacy. The truth is, the legacy is about… View Article

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