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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Rightsizing for Retirement
What does your home really cost?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This worksheet can help you estimate the costs of a four-year college program.
There are ways to improve your physical fitness without denting your fiscal fitness.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Here are five facts about Social Security that might surprise you.