I was in first grade when I learned to read. Ms. Haight arranged us in reading groups according to our abilities and I was excited to sit with the “readers” versus the “not quite readers.” We would sit on round plastic turquoise stools that were attached to heavy round folding tables... Read More
The first thing I do when I get in a car is buckle my seatbelt. Safety in cars wasn’t what it is today. But maybe it didn’t need to be; our parents drove big, all metal cars equivalent to today’s Hummer. And those rear wheel drive Chevy’s and Buick’s and Ford’s got us through the winter months just fine... Read More
I have little musical talent. Actually, little is even an exaggeration. When I was in fourth grade I attempted to master the trumpet. After failing time and again to nail down the proper timing to play my notes the conductor of our elementary school band kindly suggested I spend more time in the gym or classroom... Read More
Welcome to Matson Financial Advisors, Inc.
Matson Financial Advisors is a caring team of service professionals dedicated to meeting the financial goals of our individual and corporate clients. Our success is attributable to being intentional listeners, asking probing questions and deciphering your true needs so we can determine if we can be a good long-term fit in hand-holding you and your family successfully through your financial journey. Just as learning to read starts with knowledge of the sounds from each letter of the alphabet, our journey with a client begins with the foundation of mutual trust, respect and willingness to have honest dialogue. Like the conductor of the orchestra, we do not step in to play your instrument for you but rather demonstrate how to improve the sound so it sings boldly the way you envision. We are confident in our ability to encourage, teach, challenge and support you in achieving the goals for your family and your business.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What kind of auto insurance should you have? Do you know?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For many, retirement includes contributing their time and talents to an organization in need.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
Are Real Estate Investment Trusts right for your portfolio?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.