RETIRE HAPPY
RETIRE HAPPY
RETIRE HAPPY
You’re ready to take on retirement. We’re ready to help lead you down the right path to achieve that next milestone. Our Solutions + Your Goals = Retirement Planning, Tax Strategy, Wealth Management, Estate Planning, Long-Term Healthcare, and Risk Management.
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
Owners of businesses, real estate, and other highly appreciated assets are often reluctant to sell their property due to the significant capital gains tax liability that can result. Fortunately, the Matthew James Tax & Wealth Management Estate Planning Team offers the Deferred Tax Strategy.
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
As the baby boomer generation continues to age, the importance of long-term care planning increases significantly. To ensure you are able to sustain a healthy life, planning for potential expenses related to long-term care is essential. It is important to consider the best option for funding long-term care without compromising your retirement income.
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
Do you know your risk number?
Our 5-minute quiz provides an easier way to understand your risk tolerance. This will help you align your retirement portfolio with your investment goals and expectations. We believe this is one of the best technologies we use in our practice, and it helps give our clients the confidence to make more informed decisions about their investments.
RETIRE HAPPY
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
+ LEARN MORE ABOUT REACHING YOUR RETIREMENT GOALS
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
+ LEARN MORE ABOUT MINIMIZING YOUR TAX BURDEN
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
+ LEARN MORE ABOUT MAKING YOUR FINANCES LAST
As the baby boomer generation continues to age, the importance of long-term care planning increases significantly. To ensure you are able to sustain a healthy life, planning for potential expenses related to long-term care is essential. It is important to consider the best option for funding long-term care without compromising your retirement income.
+ LEARN MORE ABOUT TAKING CARE OF YOUR FUTURE HEALTH NEEDS
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
+ LEARN MORE ABOUT MAKING SURE YOUR WISHES ARE FULFILLED
Do you know your risk number?
Our 5-minute quiz provides an easier way to understand your risk tolerance. This will help you align your retirement portfolio with your investment goals and expectations. We believe this is one of the best technologies we use in our practice, and it helps give our clients the confidence to make more informed decisions about their investments.
+ LEARN MORE ABOUT STRENGTHENING YOUR RETIREMENT PORTFOLIO
RETIRE HAPPY
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
LEARN MORE ABOUT REACHING YOUR RETIREMENT GOALS
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
LEARN MORE ABOUT MINIMIZING YOUR TAX BURDEN
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
LEARN MORE ABOUT MAKING YOUR FINANCES LAST
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
LEARN MORE ABOUT MAKING SURE YOUR WISHES ARE FULFILLED
"Logic will get you from A to B. Imagination will take you everywhere."
"Imagine your perfect retirement. Then let us take you from A to Z."
WE’RE HERE FOR YOU
Welcome to Matthew James Tax & Wealth Management, where we excel in making your retirement financial future as secure as a bank vault [minus the motion sensors and security guard]. Our mission is simple: to help you grow your wealth, protect your hard-earned savings, and strategically make taxes disappear.
Think of your retirement goals as the compass that guides our financial advice and investment strategy. We’re like your financial GPS, except we won’t tell you to make a U-turn when you’re in the middle of a crowded street.
Our team of financial professionals specialize in untangling the web of retirement planning and creating a lasting income. We’ll create long-term customized strategies that not only address potential obstacles but also have a backup plan for those “unexpected surprises” life loves to throw at us. Because, let’s face it, life is like a rollercoaster—you never know when you’ll hit a sharp turn or a sudden drop.
Let us be your financial sidekick. Together, we’ll navigate the intricate complexities of wealth management with an abundance of expertise. Matthew James Tax & Wealth Management: your partner in your retirement’s financial success.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
In 3 steps, you can have your custom designed retirement strategy that incorporates Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, 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 determine if we’re a good fit.
DREAM IT.
Now for the nitty-gritty. 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. So you can Retire Happy.
DO IT.
BEFORE MJ:
You’ve envisioned your retirement for decades. And while there may have been some haziness or blindspots before, with our guidance and custom planning, you’ll finally be able to see your retirement life the way it should be seen: clearly.
AFTER MJ:
Ride with the top down, let loose, and enjoy the retirement you earned. Retire Happy!
BEFORE MJ:
You’ve envisioned your retirement for decades. And while there may have been some haziness or blindspots before, with our guidance and custom planning, you’ll finally be able to see your retirement life the way it should be seen: clearly.
AFTER MJ:
Ride with the top down, let loose, and enjoy the retirement you earned. Retire Happy!
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 determine if we’re a good fit.
DREAM IT.
You tell us your dreams and goals and the importance each holds. This is when our designing to achieve your dream retirement begins.
PLAN IT.
We believe in custom, not retail. We deliver your tailored financial strategy to you and continue to propel you closer to your goals. So you can Retire Happy.
DO IT.
In a recent Retirement Roux podcast, John Blanchard shared his game-changing Deferred Tax Strategy for individuals looking to sell highly
Retirement planning can be both exciting and overwhelming. As you aim to secure your financial future, you’ve likely come across
In recent times, the unexpected failures of financial institutions such as Silicon Valley Bank have reverberated through the investment landscape,
WATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY WEDNESDAY @ 12PM CST, ON KLFY TV10
CATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY MONDAY @ 12PM CST, ON KLFY TV10
