You won’t believe the latest tax proposal in California. Some lawmakers want to tax the wealthy – even if they move out of state! Gary & Gerald discuss how to protect your savings from all the crazy ways that politicians want to tax us in the...

Did you know there’s a difference between being rich and being wealthy? Gary & Laurel explain that this week. But first…some big news for the Mattson family! Grandma is returning home to Michigan at the age of 96. Hear how her retirement...

The whole “Men are from Mars, Women are from Venus” thing may be true when it comes to finances. This week, Laurel & Ally discuss why women’s needs are different in retirement. Want to learn more? Join us for this week’s “Smart Women,...

The U.S. just recorded its worst economic slide since World War II, but how’s your personal economy holding up in 2020? Gary & Laurel add some perspective to the headlines. Plus, is retirement planning easier for high-income earners? Maybe...

“What would a Biden presidency mean for my retirement?” It’s a common question we’re getting at Mattson Financial Services right now…so this week Gary & Gerald discuss some of the Democratic presidential candidate’s policies and how...

What will health care really cost you in retirement? The National Bureau of Economic Research put a number to it…we’ll tell you what it is! Plus, we’ll tell you what shoe shopping has to do with your retirement planning.  Drop us an e-mail...

A new study says due to the pandemic, the average person now forgets what day it is at least 5 times per week! Gary & Laurel discuss why that’s always been an issue for retirees, and how to plan for all that free time when you stop working....

Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! Gerald & Taylor discuss how you can set up a Bonilla-style income plan for your retirement. Plus, with interest rates...

You might feel limited with what you can do during the pandemic, but that doesn’t mean you can’t dream! This week, Gary & Laurel discuss how to start building a retirement plan that covers more than just the basics, plus some of the “bucket...

Did you know that New York charges you a tax if someone pre-slices your bagel? And in Maryland, you pay a “flush tax” for water? You may not believe all the creative ways that governments have decided to tax us, but did you know there are ways to...