by matson | Jun 16, 2021 | Articles
When it comes to the amount of your social security benefits, you have a choice in the matter. For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn...
by matson | May 16, 2021 | Articles
After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape. Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit with unexpected expenses for medical care, assisting family...
by matson | Apr 16, 2021 | Articles
If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb. Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference? Sure, digital...
by matson | Mar 16, 2021 | Articles
If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal. From the moment you decide to sell to the day you hand over the keys, selling a home is often unpredictable and time consuming. By being as prepared as possible, you...
by matson | Feb 16, 2021 | Articles
To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax...
by matson | Jan 16, 2021 | Articles
We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties. Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple...
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