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Aug 31, 2020

You won’t believe the latest tax proposal in California. Some lawmakers want to tax the wealthy – even if they move out of state! Gary & Gerald discuss how to protect your savings from all the crazy ways that politicians want to tax us in the future. Plus, there’s a new fee coming soon when you refinance. We’ll...


Aug 24, 2020

Did you know there’s a difference between being rich and being wealthy? Gary & Laurel explain that this week. But first…some big news for the Mattson family! Grandma is returning home to Michigan at the age of 96. Hear how her retirement journey has changed. Plus, we’ll share some good news about our...


Aug 17, 2020

The whole “Men are from Mars, Women are from Venus” thing may be true when it comes to finances. This week, Laurel & Ally discuss why women’s needs are different in retirement. Want to learn more? Join us for this week’s “Smart Women, Smart Retirement” webinar. It’s free when you register online at 


Aug 10, 2020

The U.S. just recorded its worst economic slide since World War II, but how’s your personal economy holding up in 2020? Gary & Laurel add some perspective to the headlines. Plus, is retirement planning easier for high-income earners? Maybe not!  Schedule a call to go over your questions at


Aug 3, 2020

“What would a Biden presidency mean for my retirement?” It’s a common question we’re getting at Mattson Financial Services right now…so this week Gary & Gerald discuss some of the Democratic presidential candidate’s policies and how that could affect your taxes. Plus, how can you protect your personal...