Mattson Financial Blog

Recent Posts

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

Read More

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

Read More

Should You Invest in the next Apple or Amazon?

Well, we’ve finally come full circle! We are getting into the social club business. I say this with a bit of a laugh, but it’s true. Starting on Monday, July 1, 2019, we will be holding a meeting comprised of individuals who wish to hold social events for our clients. There is still a lot… View Article

Read More

Put an End to the Runaround

You know when you call into a call center because you have a question about a warranty, a bill, an account, or you need to troubleshoot a gadget? You call, you wait for a service agent, and when you’re finally connected, you know you’ve been connected to a foreign call center. Now, my wife and… View Article

Read More

To Roth or Not to Roth

To Roth, or not to Roth. That is the question. You see what I did there? By way of Shakespeare and his classic play “Hamlet,” I brought a little culture to the financial world. Of course, it is a question a lot of people doask, and they’re smart to do so. There’s a lot of… View Article

Read More

Congress Explores Changes to the 401(k)

You’ve probably heard all the talk that Social Security is going to run out of money. Some reports say the program will dry up by 2034, but that’s not necessarily the case. The reserves may start to get smaller, but the program will remain in place. People planning on incorporating Social Security into their retirement… View Article

Read More

Age Is More Than a Number, It’s a Milestone

Yes, it’s that time again. I have turned the wonderful age of 62. Now I get to ask that age-old Social Security question: Should I or should I not? At age 62, I am now eligible for Social Security benefits. I have to decide if I should begin taking them now or if I should… View Article

Read More