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.

Holiday Notice: Our office will be closed Feb 17 & 18.

Holiday Notice: Office closed Feb 17 & 18

Holiday Notice: Office closed Feb 17 & 18

Cheers to the New Year - and a smarter path to retirement.

Elite insight for confident retirement and legacy decisions.