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RETIREMENT &
FINANCIAL NEWS

The Matthew James Financial News Blog keeps you informed with expert insights on tax strategies, wealth management, estate planning, and long-term healthcare. Designed for pre-retirees and retirees in Lafayette, Louisiana and beyond, our blog breaks down complex financial topics to help you protect assets, reduce tax liability, and build generational wealth—one smart move at a time.

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Retirement Scams Are Getting Smarter—Here’s How to Outsmart Them

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Legacy Planning Without the Lectures: How to Pass on Wealth—and Wisdom

Pre-retiree couple holding hands, next to windows at beach home

The Hidden Cost of Early Retirement: What Leaving the Workforce Really Means

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Inflation-Proofing Your Retirement: Strategies to Maintain Buying Power Over Time

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Why Your Retirement Plan Should Include Long-Term Healthcare—Even If You’re Healthy Today

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How to Retire in a High-Tax State Without Losing Half Your Nest Egg

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The 10-Year Retirement Window: What to Do [and NOT Do] in the Decade Before You Retire

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How AI is Reshaping Retirement Planning: What Smart Retirees Need to Know Now

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Retiring with Real Estate: Smart Moves for Downsizing, 1031 Exchanges, and Multi-Generational Wealth

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The Retirement Identity Shift: Why Financial Confidence Matters More Than Your Net Worth

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The Big Beautiful Bill Is Now Law — Here’s What It Means for Your Retirement Strategy

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What High-Earners Get Wrong About Roth Conversions in Retirement