• 4 Mountain View Terrace • Suite 104 • Danbury, CT 06810
  • Phone: 203.743.0131 • Fax: 203.743.4086
Meet Our Team Rightsizing for Retirement

Financial Planning

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

Corporate Benefits

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

Wealth Management

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.

Michael Matson

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.

 

Helpful Content

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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