National Hurricane Preparedness Week: How Louisiana Retirees Can Stay Safe—And Financially Ready
As National Hurricane Preparedness Week arrives, there’s no better time to pause and prepare—especially here in Louisiana, where the Gulf Coast’s storms don’t discriminate. Lafayette residents know too well how quickly a calm season can shift into a state of emergency. But for retirees and those approaching retirement, the stakes are uniquely high—not just for […]
Choosing the Best Retirement Financial Strategist in Lafayette, LA: A Comprehensive Guide
Planning for a secure and comfortable retirement is one of the most important financial goals you’ll ever set. However, with so many options and variables to consider, it can feel overwhelming. That’s where a professional retirement financial strategist comes in. If you’re in Lafayette, LA, choosing the right retirement planner who understands both your personal […]
How Louisiana’s $17.5B LNG Energy Win Could Benefit Retirees Across the State
In a landmark moment for Louisiana’s economy and American energy independence, a $17.5 billion liquefied natural gas [LNG] project has officially broken ground—marking the largest foreign investment in Louisiana’s history. While headlines are buzzing with talk of 15,000 construction jobs and thousands more permanent energy sector positions, there’s a vital angle that isn’t being talked […]
Why Having CFPs on Your Retirement Planning Team Is a Game-Changer for Your Financial Future
When planning for retirement, you need more than just a basic financial advisor—you need a team that can deliver elite results. At Matthew James Tax & Wealth Management we’re committed to helping you retire with confidence, and that’s why we prioritize having Certified Financial Planners [CFPs] on our team. But what makes a CFP so […]
The Downsides of Relying on Robo-Advisors and AI for Investment – What You Need to Know
As we navigate the morning of February 10, 2025, the allure of automated investment solutions like robo-advisors and AI-driven platforms has never been stronger. They promise simplicity, lower costs, and potentially higher returns for your retirement funds. However, before diving headfirst into these tech-driven investment options, it’s crucial to understand their limitations. Here’s a look […]
The Human Touch in Retirement Planning: Why In-Person Financial Advisors Outshine Robo Investments
In the digital age, the choice between automated investment platforms like robo-advisors and traditional in-person financial planning services has become a pivotal one for those planning their retirement. While robo-investments promise efficiency and cost-effectiveness, there’s an undeniable value in the human connection offered by in-person advisors, particularly when navigating the complex landscape of one’s retirement […]
President Trump’s Retirement Policy Proposals: What Retirees Need to Know
Retirement security is at the forefront for many Americans, and with President Donald Trump’s latest policy proposals, there’s potential for significant changes in financial stability and healthcare access for retirees. Here’s how these policies could reshape your retirement landscape: Will Social Security Be Protected Under Trump’s Administration? President Trump has made a firm commitment to […]
The Real Estate Tax Dilemma: How to Keep More of Your Gains and Save Yourself a Headache
How to Sell Real Estate or a Business Without Losing to Taxes Learn how exit plan strategies can save you millions in taxes while helping you preserve and grow your wealth, in our latest podcast: https://www.youtube.com/watch?v=LRneceNu0uU It’s funny how the smallest moments can spark big ideas. Take this recent coffee shop encounter, for example. While […]
The Retiree’s Guide to Navigating Policy Changes Under a New Administration
ADAPTING TO A NEW POLITICAL LANDSCAPE New policies could impact taxes, Social Security, and Medicare. Learn how these potential changes may benefit your retirement, in our latest podcast: https://www.youtube.com/watch?v=zp0xcdBPoB0 Retirement is often described as the golden years—a time to enjoy the fruits of decades of hard work. But for many retirees, their financial stability is […]
Start 2025 Strong: Build Confidence with Budgeting
As we step into the new year, it’s time to reflect on goals and make plans for a prosperous 2025. While many people set resolutions for their physical, mental, or social well-being, your financial health is just as important. Whether you’re comfortably managing your current expenses or looking to improve your financial habits, budgeting can help […]
Ringing in 2025: Why Pre-Retirees and Retirees Must Get Their Financial Ducks in a Row
As we prepare to toast to the new year, it’s time for pre-retirees and retirees alike to do more than just make resolutions. The arrival of 2025 is a perfect opportunity to reassess, refine, and reinforce your financial strategy to ensure your golden years truly shine. Here’s why it’s essential to start the year with […]
Holiday Budgeting: How to Enjoy the Season Without Overspending in Retirement
The holiday season is a time for celebration, family, and creating cherished memories, but it can also lead to overspending — a particular concern for retirees living on a fixed income. The good news is that with a little planning and creativity, you can fully enjoy the festive season without breaking the bank. Let’s explore […]