Mattson Financial Blog

Recent Posts

Do You Believe in Dragons? Or Santa Claus?

Right now, it’s looking likely that Vice President Biden will become the new president on Jan. 20, 2021. And with Democrats losing House seats and not gaining anything in the Senate, many people will be watching the Georgia runoff election in January with anticipation. It may determine the balance of power in the Senate. Personally,… View Article

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Is Your Money Prepared for the Future?

As I write this, I do not yet know who won the election. Our country may be in turmoil as the votes are counted — or we may know exactly who is going to live at 1600 Pennsylvania Avenue for the next four years. The important thing to understand is that it doesn’t really matter… View Article

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The Biden Win: What Could the Coming Months Look Like for Your Taxes?

It has been a year of many twists and turns. For the past couple of months, we have watched both President Donald Trump and presidential candidate Joe Biden prepare for the coming election. We watched as former Vice President Biden picked his running mate, which told us what path the Democratic Party is determined to… View Article

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Who Are TAMRA and TEFRA and Why Should I Care?

In the 1960s and into the early ‘70s, wealthy individuals would buy life insurance policies and throw a million dollars into it. Then, after they passed, the money from the policy would be paid out tax free. After the ‘70s, the government figured out this loophole that allowed the transfer of wealth without incurring any… View Article

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Now Where Do We Go?

You might be like my wife, Nancy, and I: You planned a dream trip, then COVID-19 took it away. As a result, you may have found more time to do things around the home, like starting that garden, painting that room, or cleaning the garage. You may have finally got that honey-do list done! Of… View Article


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Say Hello to the New Normal

The good news is that we are finally past what felt like the longest March, April, and May. As the economy opens back and people go back to work, it’s important to understand what effect the next few months will have on you as you prepare to enter retirement or if you are already in… View Article

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Are You Prepared for the Future?

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 this “something” you want to give to the federal government in the form of taxes or to family members and your favorite charities? This is… View Article

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