These might be the lazy days of summer, but that doesn't mean your money can take a snooze. On this week's episode, Gary Mattson and Gerald Green of Mattson Financial Services discuss the ways your money could still be working for you while you unplug for vacations and other fun things, without worrying about the headlines. Want to chat about your options? Connect now at www.MattsonFinancial.com.

If you've avoided the conversation about long-term care, you're certainly not alone. A new University of Michigan study sheds some light on just how many people put off the planning. On this week's episode, Laurel Steward and Corey Davis discuss why - and some of the misconceptions about what's covered by programs like Medicare. You might be surprised about the options that are available. Schedule a chat today at www.MattsonFinancial.com.

A new survey has some surprising results on what Americans think are the best long-term investments (hint: it's not stocks!). This week, Laurel & Taylor Steward of Mattson Financial Services discuss the results and how they help clients invest for the years ahead in retirement, while weighing risk and their long-term goals. Schedule a time to go over your plan at www.MattsonFinancial.com.

Just like your regular doctor's visits, it's always good to check up on your financial health - and the mid-way point of 2025 is a great chance to do that. On this week's episode, Laurel Steward and Corey Davis of Mattson Financial Services walk through some steps you might want to consider as you stress test your investments and income, as well as prepare for the holidays and take care of your physical health. Need help with your mid-year review? Check out our appointment times at www.MattsonFinancial.com.

At a time when we should be focusing on summer vacations and family time, some of us may be more worried about where the economy and market are headed from here. But on this week's episode, Gary Mattson & Laurel Steward of Mattson Financial Services discuss how to unplug from the headlines and let your financial plan guide your investment decisions. Plus, they offer some tips on how to keep summer travel memories alive for your older family members in their 'no-go' retirement years. Find more retirement resources at www.MattsonFinancial.com.

No one ever said retirement would be easy, but in order to make it easier, it helps to address the tough questions ahead of time. On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss the difficult questions they address with their clients in order to help give them more confidence about their plans for the next chapter. Have some questions you'd like to address? Schedule a chat now at www.MattsonFinancial.com.

How did one of America's richest families manage to lose billions of dollars in just 3 generations? Gerald Green of Mattson Financial Services dives into the story of Cornelius Vanderbilt on this week's episode, and discusses ways you can help educate your family so that they learn ways to preserve and protect the legacy you hope to leave. Find more planning resources for your family at www.MattsonFinancial.com.

We're entering a period where more pink slips are going out, even at major employers, as the economy begins to slow down. But if your job is impacted, what steps do you need to take to help secure your financial future? And how do you know if you can turn this into an opportunity to retire? Laurel and Taylor Steward of Mattson Financial Services walk through the questions to ask yourself on this week's episode. Need a second opinion on your buyout offer or severance package? Schedule a chat at www.MattsonFinancial.com.

After a volatile few months on Wall Street, it might be tempting to follow the old saying and just sell in May - and go away for the summer. But on this week's episode, Laurel and Taylor Steward of Mattson Financial Services explain why it's never really a good idea to take time off from investing, and how they approach it instead. Summer is a great time, though, to get a second opinion on your portfolio. Schedule one now at www.MattsonFinancial.com.

The maximum benefit from Social Security in 2025 tops $5,000 a month - but there are a number of factors that you have to meet in order to reach that top tier benefit. So this week, Gary Mattson & Laurel Steward of Mattson Financial Services discuss what's really important when it comes to finding the right time for you to claim your benefits. Plus, how long could you stretch your Social Security and a healthy nest egg of $1,000,000? We'll have the results of a new study. Stress test your numbers at www.MattsonFinancial.com.