Mattson Financial Blog

Recent Posts

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

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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

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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

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Are Your Kids Ready for Retirement?

Think about the amount of time you’ve spent planning for retirement. Then, think about how much time you’ve put into planning your summer vacations. The crazy truth is that people spend more time planning their two-week vacation for the year than reviewing and planning for their retirement. When you think back to those family vacations… View Article

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Taxes, Your Accountant, and Your CPA

Ben Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” With tax day right around the corner on April 15, there are key pieces to your tax puzzle that you won’t want to miss! Keep these tips in mind as you prepare your taxes this month. First,… View Article

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What Green Beer Can Teach You About Your Retirement

Sometimes, we try something and end up loving it. Other times, we try something only to confirm that it leaves a bitter taste in our mouth. Alcohol is the latter for me. One year, my wife and I drank green beer for St. Patrick’s Day. Based on the photo alone, you might think I enjoy… View Article

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Communication and Commitment

Valentine’s Day is a special day for me, especially, because it marks the day I proposed to my wife. Although I didn’t propose until I was in my 30s, I actually fell in love with her much earlier than that — in the sixth grade. To this day, I still remember her blonde hair pulled… View Article


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