Thank goodness for technology! During this time of social distancing, it’s still bringing us together. This week, Laurel & Taylor use FaceTime to explain how to help protect your portfolio, even in volatile markets like this one. Don’t forget…you can get your personalized risk score at www.MattsonScore.com!

Money Mentors

Social Distancing & Protecting Your Portfolio

The recent market sell-off is worrisome for retirement savers. This week, Gary & Gerald break down the facts versus the fear. Plus, Gary outlines the steps to consider if you’re laid off, still working or already retired. Don’t forget…you can get your personalized risk score at www.MattsonScore.com!

The Coronavirus Crisis: Fact vs. Fear

Sure, the headlines are a little scary right now, but does this volatile market present some opportunities? Gary & Gerald discuss that this week. Don’t forget…you can get your personalized risk score at www.MattsonScore.com!

The Coronavirus Sell-off: Is This an Opportunity?

As the coronavirus spreads, so does fear on Wall Street. This week, Gerald & Laurel offer some perspective on the headlines and what it means for your retirement. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

The Coronavirus Correction

A new CreditCards.com survey says 44% of couples who are married or living together are keeping financial secrets. Gary & Laurel discuss why that can damage your financial future together. Plus, credit card companies are raising fees again. You might notice that, but what about the fees you’re paying on your investments? Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

Financial Infidelity & Fees

This month marks the 107th anniversary of the 16th Amendment authorizing the income tax! But not many of us are celebrating. Gerald and Laurel discuss ways to help maximize your tax savings in retirement. Plus, a new study has some interesting numbers on what it might take to retire in Michigan. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

Happy Anniversary, Income Tax!

The 2020 election is becoming a concern for some top fund managers…should it be a concern for you? Gary & Laurel also discuss how to manage your expectations when trying to grow your wealth. Plus, they’ll explain the phrase “OK Boomer” – and what different generations can learn from each other. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

OK Boomer!

He’s a retired football star, baseball player, TV analyst, author – and newlywed! This week, Gary & Laurel share their recent interview with Tim Tebow. Get his thoughts on everything from starting a family to the best & worst investments he’s made. Plus, learn how you can help Tim change lives worldwide through the Tim Tebow Foundation. Find out more at www.mattsonfinancial.com. 

Family, Football & Finance with Tim Tebow

This week, Gary & Laurel explain the relationship they have with their clients at Mattson Financial Services. Plus, a wave of GR police officers are retiring in 2020…we’ll discuss why & what to consider if you’re eligible to retire in your 50’s. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

The Mattson Financial Family & Why More Grand Rapids Police Officers are Retiring in 2020

You might’ve missed this over the holidays – Congress has approved some major changes to certain retirement rules. We’ll discuss how they might affect you. Plus, talk show host Sean Hannity weighs in on the future of Social Security. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

The SECURE Act & The Future of Social Security

Happy New Year! The start of a new year (and a new decade) is a chance to reset your focus financially. Don’t know where to start? Laurel & Taylor will give you some resolutions to consider. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

Setting Goals for 2020

2020 is just around the corner – and it will be the start of a new tax year. But have you taken advantage of the newest tax rules that have been in place since 2018? If not, it might be time to make some New Year’s tax resolutions!  Gerald & Laurel explain the changes & why this is the best planning opportunity in years. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

New Year’s Tax Resolutions

You can’t escape the political headlines these days, but should you let that interfere with your investment strategy? Brian Kilmeade of “Fox & Friends” weighs in on that. Plus, how can working with a tax-savvy advisor help you keep more money in retirement? Have a question for your Money Mentors? Drop us an e-mail at www.mattsonfinancial.com.

Do Politics & Investing Mix?

There’s a lawsuit making headlines that has Gary fuming this week! You won’t believe this one. Plus, why Gary & Gerald are fired up about the market & taxes this time of year. Remember, you can drop us an e-mail with your questions for your Money Mentors online at www.mattsonfinancial.com.

What’s Got Gary Fired Up?

Remember the shock of getting your first paycheck and realizing it wasn’t all yours? Well, the same shock hits a lot of retirees when it comes to taxes. This week, Gary & Laurel discuss some options on minimizing the tax hit in retirement. Plus, why a downturn in the market in the first few years of retirement can be devastating to your long-term success. Drop us an e-mail with your questions for your Money Mentors online at www.mattsonfinancial.com. 

Who’s FICA? Why’s He Getting All My Money?!

Your Money Mentors – Gary Mattson, Laurel Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!

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Money Mentors

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