Living to 100 is not out of the question these days. Just ask Laurel's grandma! On this week's episode, your Money Mentors from Mattson Financial Services discuss the possibility and how to plan for it financially. Need a plan that gets you through the go-go, the slow go and the 'no go' years? Set up a complimentary retirement review now at www.MattsonFinancial.com. 

Now that we know the outcome of the election, it's time to plan ahead for what might be coming financially under the new administration. This week, Laurel and Taylor Steward of Mattson Financial Services discuss 4 changes that could be coming under President-elect Trump based on what he discussed during the campaign, and how it could impact your finances. Plus, we'll discuss how to tune out some of the market noise and focus on your own strategy. If it's time to review your strategy, connect for a quick chat now at www.MattsonFinancial.com. 

Once you reach your 50's and 60's, you get invitations in the mail all the time to steak dinners offering to teach you about various financial topics. But before you accept that next invitation, listen to this week's episode, which includes a cautionary tale about one man's experience - as Laurel & Gerald discuss the questions you might want to ask about a particular advisor or investment. Need a second opinion on your plan? Feel free to connect for a chat now at www.MattsonFinancial.com. 

If you're already in goal setting mode for 2025, this week's episode is for you. Laurel & Taylor Steward of Mattson Financial Services discuss some of the changes the IRS has announced for tax and retirement planning purposes for the new year that may benefit you - including a 'super' catch-up contribution for some retirement savers. Plus, we'll discuss the steps you might want to consider if you think you've already met your retirement goals. Go ahead and schedule your new year retirement check up now at www.MattsonFinancial.com. 

2024 is quickly coming to a close, but there's still time to make a few financial changes. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services walk you through some financial steps you might want to take to finish strong - and set yourself up for a better 2025. Need a year-end retirement check-up? Set up a quick chat now at www.MattsonFinancial.com. 

The FTC has a new rule to make it easier for consumers to cancel recurring subscriptions and memberships called 'Click-to-Cancel.' But how hard is it to cancel a financial service, product - or even advisor relationship - that's not working for you? Laurel & Taylor Steward of Mattson Financial Services discuss that on this week's episode. Plus, we'll dive into ways you might save by canceling a few services on a regular basis. Need a second opinion on something you've been sold? Connect for a chat at www.MattsonFinancial.com. 

A new international survey gives The United States a C+ grade for its retirement system. But Gerald Green and Marcus Grost, your Money Mentors at Mattson Financial Services, take issue with some of the survey's rankings. Find out why on this week's episode, and discover how you can take advantage of what the U.S. retirement system has to offer. Need help navigating decisions on things like Social Security and Medicare? Schedule a chat now at www.MattsonFinancial.com. 

While your Money Mentors at Mattson Financial Services have been through retirement hundreds of times through their clients, we know that for you - it's likely the first, and only time you'll ever go through it. So this week, Laurel Steward and Corey Davis explore the 7 challenges you may run into over the first 10 years of retirement, and how to navigate each one. Here's the good news: you don't have to go it alone. Reach out now for a complimentary retirement check-up at www.MattsonFinancial.com. 

A new survey finds most Americans fear retirement more than they fear - dying! On this week's episode, your Money Mentors Laurel Steward and Marcus Grost of Mattson Financial Services discuss why so many people are scared of retirement, as well as the steps to take to overcome that fear. We'll also dive into one of the options you may have during Open Enrollment at your workplace that can help with future retirement health care costs - and save you in taxes. Schedule your year-end retirement check-up now at www.MattsonFinancial.com. 

Whether you've lost a spouse, you never got married or perhaps you're divorced, this week's episode is for you. Our case study with your Money Mentors, Laurel & Taylor Steward, focuses on a hypothetical scenario of someone approaching retirement solo - and how that affects the planning process. Good news: you don't have to go it alone in retirement. Sign up now for your complimentary review at www.MattsonFinancial.com.