Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to help simplify your life. Our end goal is to provide you with a “worry free” retirement. At Matthews Financial Services, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect and accumulate assets by utilizing numerous investment products and strategies. Since many of our clients are professionals, we understand how hard you have worked to build your lifestyle and we aim to protect it for a lifetime.
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Helpful Content
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.