Mattson Financial Blog

Legacy Planning

How Much Time Is Left on Your Tape Measure?

How long do you expect to live? It’s a big question and many of us don’t like to think about it, but it’s an important question. In 2020, the average life expectancy for a man in the United States was 77.8 years. The average life expectancy for a woman was 80.5 years. To put your… 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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Are Your Accounts Really Up to Date? What You Need to Do for Your Heirs

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 clients. We thought, “Okay, it’s done. These things happen in threes.” Then we learned three more clients had passed away, bringing us to a total… 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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Family and Finances

During the last week of December, I sit down to compare my life now to my life a year ago. I look at my investments and examine the good, the bad, and the ugly. I look ahead and ask myself, “What will happen in the financial future?” and, “What might change the track that I’m… View Article

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