DREAM IT. PLAN IT. DO IT.
retirement
begins with
intentional
planning
Step into the new year with a strategy designed to preserve wealth, optimize income, and protect your legacy. We guide retirees and high-earning pre-retirees through tax planning, income alignment, and long-term financial decisions with clarity and confidence.
A NEW year
brings clarity.
your planning
should reflect it.
As the year begins, we help families align tax strategy, income planning, and long-term priorities with intention and confidence, creating a financial path designed for resilience and longevity.
DREAM IT. PLAN IT. DO IT.
A NEW YEAR
BRINGS CLARITY.
your planning should REFLECT IT.
As the year begins, we help families align tax strategy, income planning, and long-term priorities with intention and confidence, creating a financial path designed for resilience and longevity.
DREAM IT. PLAN IT. DO IT.
Financial headlines aren’t advice. Distilled intelligence is.
Each week, our experts analyze economic developments and interpret them through retirement, tax, and wealth strategy lenses — showing you what matters, why it matters, and the strategic steps to take.
Join us for a live, in-person discussion designed for pre-retirees and retirees seeking clarity around today’s tax environment. This session explores how current tax rules, income decisions, and policy trends may influence retirement outcomes — and how thoughtful planning can help preserve long-term financial stability.
Lafayette · South Regional Library · Limited Attendance
Join us for a live, in-person discussion designed for pre-retirees and retirees seeking clarity around today’s tax environment. This session explores how current tax rules, income decisions, and policy trends may influence retirement outcomes — and how thoughtful planning can help preserve long-term financial stability.
Lafayette · South Regional Library · Limited Attendance
Join us for a live, in-person discussion designed for pre-retirees and retirees seeking clarity around today’s tax environment. This session explores how current tax rules, income decisions, and policy trends may influence retirement outcomes — and how thoughtful planning can help preserve long-term financial stability.
Lafayette · South Regional Library · Limited Attendance
Your financial goals deserve more than generic advice. At Matthew James Tax & Wealth Management, we deliver strategic retirement planning, advanced tax strategies, and wealth preservation tailored to your unique circumstances. Our approach protects income, optimizes taxes, and engineers long-term growth with clarity and confidence.
Retirement isn’t just about saving. It’s about building resilience. We create personalized strategies that align income, healthcare planning, and legacy objectives to help you grow and protect wealth for decades to come. The result is intelligent, purpose-driven planning that delivers peace of mind while maximizing your financial potential in Louisiana.
Grow a thriving retirement with personalized financial plans that nurture income, address healthcare needs, and build lasting wealth. Just like planting the perfect garden, we help you cultivate a secure future, guiding you towards long-term financial success and added peace of mind.
Reduce tax exposure through forward-looking, multi-year tax planning.
Build income streams structured to remain stable through market shifts.
Safeguard wealth for future generations with asset protection.
Plan for healthcare and long-term costs to safeguard income.
Build income streams structured to remain stable through market shifts
Explore Capability
Protect assets with disciplined structure and long-term growth framework
Explore Capability
Safeguard wealth for future generations with trust-grade planning and asset protection
Explore Capability
Identify and manage market and longevity risks for consistent portfolio performance
Explore Capability
Anticipate medical and long-term care expenses to protect income and plan with certainty
Explore Capability
Your retirement strategy should be as thoughtful and intentional as the life you’re building. We deliver integrated retirement planning, advanced tax strategy, and wealth management solutions designed to protect income, reduce risk, and support long-term financial confidence.
Your retirement goals are unique, and so are our solutions. Discover personalized strategies for retirement planning, tax optimization, wealth management, and more, designed to help you secure a prosperous future.
Learn how we can help you plan for success today.
Smart investors aren’t waiting around. In this episode:
* Why the Fed’s still holding steady
* Hidden risks in annuities and low-yield vehicles
* Smarter short-term strategies with flexibility
* How to avoid the “guaranteed income” trap
🎧 Listen now
Most people think about retirement in terms of age or account balances. But retirement in 2025 and beyond isn’t just about how much you’ve saved — it’s about how well your plan adapts to today’s fast-changing landscape.
Is moving to a low-tax state the best way to protect your nest egg? Not always.
🎧 Listen now
Roth conversions can be powerful…but only when done right. And for high-income retirees, a single misstep can lead to massive, unexpected tax bills.
Complete a brief, three-minute assessment to receive a personalized retirement and tax overview.
We’ll identify potential tax exposure, income optimization opportunities, and strategic considerations aligned with your long-term goals, giving you clarity on where you stand and what deserves attention next.
Complete a quick, three-minute assessment to receive a personalized snapshot of your retirement and tax positioning. We’ll highlight key tax considerations, income optimization opportunities, and next steps worth your attention. Clearly and efficiently.
Personalized investment guidance aligned with long-term retirement goals designed to grow wealth with purpose and discipline.
Strategic planning focused on income clarity, tax efficiency, wealth preservation as you approach your next chapter.
Coordinated income, tax, and health strategies designed to help your wealth work efficiently throughout retirement.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
Retirement planning should feel clear, not complicated. Our three-step process delivers a personalized strategy built around your goals, your lifestyle, and your long-term vision.
We integrate retirement planning, tax strategy, wealth management, estate planning, long-term healthcare, and market risk oversight into one coordinated plan.
No guesswork. No overwhelm. Just thoughtful, strategic planning designed for confidence and longevity.
Establish Alignment
Begin with a private conversation, by phone or in person. We take the time to understand your financial picture, priorities, and objectives while determining whether our approach aligns with your goals.
Define the Path Forward
We translate your goals into a clear strategic direction. This is where your personalized retirement strategy begins to take shape, balancing income, taxes, protection, and long-term growth.
Implement Confidently
You receive a fully customized plan designed specifically for you, supported by ongoing guidance to help you stay aligned as life, markets, and regulations evolve.
In 3 steps, you can have your custom designed retirement strategy that incorporates Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and/or Risk Management.
We’re happy to chat with you on the phone – or schedule a visit so we can meet. We’ll sit down over some coffee and get to know each other to see if we’re a good fit.
DREAM IT.
You tell us your goals and wishes, as well as the importance each one holds. This is when our designing to achieve your dream retirement plan begins.
PLAN IT.
We believe in custom, not retail. We deliver your personalized financial strategy to you and continue to propel you closer to your goals.
Retire Happy.
DO IT.
Achieve your dream retirement with a personalized financial strategy in just 3 easy steps from Matthew James Tax & Wealth Management. Our expert approach integrates Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and Risk Management, tailored to your unique needs.
Connect with Our Team: Schedule a phone call or in-person meeting to discuss your financial future. Enjoy a relaxed coffee chat where we get to know you and determine if we’re the right fit for your goals.
DREAM IT.
PLAN IT.
Receive Your Tailored Plan: Forget one-size-fits-all solutions. We deliver a fully personalized financial strategy and provide ongoing support to keep you on track toward a successful retirement.
DO IT.
EMAIL & CALLS ONLY:
Wednesday, Nov 26
OFFICE CLOSED:
Thursday, Nov 27
Friday, Nov 28
DAY 31
The scariest thing in retirement isn’t ghosts — it’s an unexpected tax bill.
DAY 30
Your retirement plan should outlast hurricanes, politics, and the Saints’ playoff drought. Build it to endure.
DAY 29
Tax-loss harvesting is like duck hunting — timing and aim matter if you want to bring home something real.
DAY 28
Don’t let taxes eat your retirement like termites in a Louisiana shotgun house — schedule your inspection.
DAY 27
Retirement income streams should sound like a zydeco band — steady, balanced, and working in harmony.
DAY 24
Long-term care isn’t cheap. Build the plan now so family love isn’t mistaken for free labor.
DAY 23
Business owner? Selling your company is just halftime — tax strategy decides who wins the second half.
DAY 22
Think of your financial plan like a levee — neglect it, and small cracks can flood your retirement.
DAY 21
Inherited IRA rules changed… and the IRS isn’t playing nice. Don’t let your heirs learn the hard way.
DAY 20
Cash flow in retirement is king — but the IRS will gladly crown themselves if you don’t plan.
DAY 17
Diversification isn’t just about stocks and bonds — mix in tax buckets for true flavor.
DAY 16
Selling the family home? Exclusions exist that can keep the IRS from sleeping in your guest room.
DAY 15
Tax brackets reset every January — that’s your chance to trim this year’s bill before the calendar flips.
DAY 14
Annuities can be like jambalaya: the right recipe works; the wrong one leaves you with regret.
DAY 13
Capital gains? Don’t let them burn you like roux on high heat. Stir in tax strategy early.
DAY 10
Social Security timing is like crawfish season: get it right, and it’s plentiful; too early, and you’re left with scraps.
DAY 9
Want to give more to your grandkids than to the IRS? Charitable giving strategies make it possible.
DAY 8
DAY 7
Your Required Minimum Distributions [RMDs] are coming whether you’re ready or not. Treat them like in-laws dropping by.
DAY 6
DAY 3
DAY 2
Don’t just track your nest egg.
Track how Uncle Sam plans to crack it.
DAY 1
Retirement income shouldn’t be gumbo without a roux. Build a tax-smart base before you season with investments.
