Mathies Financial @MathiesFP
Mathies Financial Partners MathiesFP.com Colorado, USA Joined August 2011-
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You can define retirement in many ways. Let us help you plan so you can achieve the freedom you deserve.
A budget in retirement is important but identifying your goals should also be at the top of your list. Let us help you plan your ideal retirement.
Welcome to August! This month is a reminder of what we haven't done in 2019 and to plan for what's to come. Have a plan ready, we are here to help.
Yoda had it right! Today is the day to "do"! Let us help you plan for a successful retirement.
Mornings without an alarm, they're the best! Plan for every morning where you wake when you want and do what you want. This is defined as "retirement". Are you prepared?
"The IRS has raised the limits for what you can put away in pre-tax retirement savings account this year. That means you can sock away as much as $19,000 in your 401(k), 403(b), Thrift Savings Plan and most 457 plans, up from $18,500 in 2018. You... cnbc.com/2019/06/18/the…
"Retiring as a millionaire is easier said than done, but it isn’t impossible. There has been a significant boost in the share of millionaire retirees in the U.S. since 1989, now accounting for one out of every six retirees, according to United... cnbc.com/2019/06/19/wha…
As you approach retirement, there is more to plan for than what you have accumulated. Proper planning, budgeting, growth and safety are just a few of the areas to focus on. Message us today to talk about your plan.
Free your retirement from financial worry. Call us today! mathiesfp.com mathiesfp.com
FACT or FICTION: A 65-year-old man can expect to live, on average, to 84. FACT! And a 65-year-old woman can expect to live to 86 1/2. While it's good news to know that you... fool.com/retirement/201…
"All the free time that comes with retirement may also prove challenging. While it might seem like a blessing at first, after a few years, it could become more... usatoday.com/story/money/20…
"The law encourages more small employers to offer 401(k) plans and raises the age for required minimum distributions (RMDs) from retirement accounts to 72 from 70.5, a nod to longer life expectancies and later retirements." abcnews.go.com/Business/house…
Summer is officially here! As you are headed to the beach, getting ice cream and riding bikes- remember, you will want to do this 7 days a week. Plan for a care-free retirement by creating a proper plan for your retirement, today. Message us to get started.
FEATURED ARTICLE: Could Your Retirement Be Delayed? "If you retire at age 67 and live until age 95, then you’ll need roughly 28 to 30 years’ worth of income saved up in order to retire. So, assuming this is true, just... mathiesfp.com/could-your-ret…
"These issues are largely unavoidable. An estimated 70 percent of seniors will need long-term care in their lifetime, and while there are ways to save money on Medicare premiums and out-of-pocket healthcare expenses, many seniors enter retirement not... goo.gl/WRTc9w
FEATURED ARTICLE: At 59 1/2 - You Can Take Control! "When an employee qualifies for an in-service withdrawal, it can be looked at as an early retirement contribution to themselves. In fact, you can use that money to vacation and travel without... mathiesfp.com/59-%C2%BD-can-…
This harsh winter in the north was a little much for some. If you've considered moving in your retirement years, take a look at the Top 10 US "Southern" Cities For Retirement. goo.gl/gECz7f
Did we make the list? Check it out... "Large U.S. cities, scored poorly. New York, Los Angeles and Chicago, where retirees may find housing costs and living expenses challenging, all landed in the bottom" goo.gl/1wjfje
FEATURED ARTICLE: Your Retirement Paycheck Matters "How can we prevent emotions from controlling our spending? By planning. Part of your retirement plan should include setting an amount for your retirement paycheck." mathiesfp.com/retirement-pay…
"You will likely save a little on housing costs by downsizing. Our tax bills and our heating bills are lower. When we disposed of our old stuff, which involved selling some silverware, kitchenware and a few pieces of furniture, we netted about $500. But... goo.gl/TThDfd
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