• 4 Mountain View Terrace • Suite 104 • Danbury, CT 06810
  • Phone: 203.743.0131 • Fax: 203.743.4086
Ready for Retirement? Meet Our Team The Facts About Income Tax Social Security: By the Numbers

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

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Can a Million Dollars Buy You?

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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