DREAM IT. PLAN IT. DO IT.
FALL INTO A
A SEASON OF
SMART RETIREMENT
PLANNING.
Autumn reminds us it’s time to prepare for what’s ahead. At Matthew James Tax & Wealth Management, we help you harvest opportunities, shed financial inefficiencies, and plant strategies that grow stronger through every season. Retirement doesn’t have to feel uncertain. With tax-smart planning and wealth strategies rooted in Louisiana values, your future can be as colorful and steady as a Louisiana fall.
FALL INTO A
SEASON OF
SMART
RETIREMENT
PLANNING.
Autumn reminds us it’s time to prepare for what’s ahead. At Matthew James Tax & Wealth Management, we help you harvest opportunities, shed financial inefficiencies, and plant strategies that grow stronger through every season. Retirement doesn’t have to feel uncertain. With tax-smart planning and wealth strategies rooted in Louisiana values, your future can be as colorful and steady as a Louisiana fall.
DREAM IT. PLAN IT. DO IT.
FALL INTO A
SEASON OF
SMART RETIREMENT PLANNING.
Autumn reminds us it’s time to prepare for what’s ahead. At Matthew James Tax & Wealth Management, we help you harvest opportunities, shed financial inefficiencies, and plant strategies that grow stronger through every season. Retirement doesn’t have to feel uncertain. With tax-smart planning and wealth strategies rooted in Louisiana values, your future can be as colorful and steady as a Louisiana fall.
DREAM IT. PLAN IT. DO IT.
Retirement isn’t just about saving—it’s about keeping more of what you’ve earned. Our exclusive Matthew James Tax & Wealth Management workshops reveal how today’s tax laws impact Social Security, 401(k)/IRA withdrawals, pensions, and more.
Walk away with clear, actionable strategies to help reduce taxes, safeguard income, and retire with confidence…at no cost to you. Led by our experts who’ve helped many Americans maximize their retirement, this is your roadmap to protecting your wealth for the years ahead.
Wednesday, October 15 @ 6pm
Lafayette South Regional Library
Take control of your retirement and bring your financial goals to life in Lafayette, Louisiana. The journey to financial freedom starts now with expert strategic planning and a solid tax strategy tailored to your unique needs. At Matthew James Tax & Wealth Management, we’re here to help you build a secure and prosperous future with confidence, ensuring your retirement plan is designed to meet your goals and maximize your wealth 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.
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.
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.
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.
Stocks are near record highs, and some experts believe we’re at the start of a new bull market. But what does that mean for retirees who can’t afford to gamble with their life savings?
🎧 Listen now
You’ve mastered your career. Built wealth. Navigated markets. But are you ready for the way AI is changing retirement planning?
Take our 3-minute questionnaire and receive a complimentary Retirement Financial Plan and Tax Strategy designed to help you minimize taxes, maximize wealth, and secure your financial future. Get personalized insights tailored to your retirement goals today!
Take our 3-minute questionnaire and receive a complimentary Retirement Financial Plan and Tax Strategy designed to help you minimize taxes, maximize wealth, and secure your financial future. Get personalized insights tailored to your retirement goals today!
If you're still in the workforce and looking for personalized investment strategies, expert guidance can help you maximize your wealth. Tailored investment strategies focused on retirement goals can help you build a secure financial future. Plan now to enhance your financial potential.
As retirement approaches, it’s time to make strategic decisions for your financial security. A well-crafted retirement plan helps to ensure a smooth transition, focusing on goals such as tax optimization and wealth preservation, as you enter this new chapter of life.
Once you're retired, it’s essential to have a plan that helps you optimize income and ensure your wealth continues to work for you. Tailored strategies can help maximize your retirement income while minimizing taxes, giving you the peace of mind to enjoy your golden years.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
Planning your ideal retirement doesn’t have to be overwhelming. At Matthew James Tax & Wealth Management, we make it simple with a 3-step process that delivers a personalized strategy built around your goals. Our expert team combines advanced Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and Risk Management — all tailored to your lifestyle and future. No guesswork. No stress. Just smart, strategic planning for a secure retirement.
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.
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.
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.
