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.
Are you an 81 or 18? Do you know your risk number? Are your current investments aligned with your appetite for risk? 5 minutes is all it takes… find out how much risk you are comfortable accepting by clicking the new Portfolio Risk Analysis button below.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Even if you’re young and single, you should still consider protecting yourself.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.