Matt’s Blog

Communicating With Your Children and Grandchildren In 2016

Hi, again! It’s Matt from AskForMatt.com, and today I’m reflecting on my recent trip to Nashville for work. I’m sure you can relate…3-½ hours waiting in airports and wanting to talk to and see my wife, son and daughter. My son wasn’t really interested in talking to me on the telephone. He was more interested in what the apps on her phone could do, like...

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ICE-In Case of Emergency

Hi, again! It’s Matt from AskForMatt.com, and one of the last phone calls I took today was the family of a widow who is going through a health scare. Those can be pretty common this time of year. The hospital where there took her was about 60-80 miles away from home. As they were checking my client in, her family was asked if she had...

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Here, There and Everywhere

Hi, again! It’s Matt from AskForMatt.com, and today, I’m writing about a client’s call about her upcoming review and her biggest concern. She said that the older she gets, the less confident she feels driving. Sounds reasonable, right? It seems that earlier in the week she had both a doctor and dentist appointment. Luckily, her daughter was able to ride with her and accompany her...

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Client Questions: The Challenge of Low Interest Rates

Hello again! It’s Matt from AskForMatt.com, and today, a client called me concerned about the low interest rates. Low interest rates are a positive for people borrowing for school, home improvement projects, cars and homes. However, for those interested in rate of return, these times can be difficult. Let’s take a look around the world…we find that major economies, such as Japan, Germany and Switzerland...

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Letting Go of Your Financial Advisor

Hey there! It’s Matt from AskForMatt.com again. Today, a new client came into the office. With a new client, I discuss what their goals are, what their biggest concerns are, what they’re excited about and what they’ve done to this point. This particular client seemed to have everything under control, so about 20 minutes into the meeting I asked them why they had come to...

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Five Days in December

This weekend, my dad and I started preparing for the hunting season. We’ve been hunting for deer, turkey, pheasant and duck since I can remember. Once, he told me that he’d take me along until I gave him a reason not to take me, so I’ve learned to enjoy the time more and more. As a matter of fact, as I’ve gotten older, I’ve found...

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Some of the Most Difficult Decisions

Recently, I sat down with a senior client who has adult children.   Her and her husband owned a small business with a significant amount of assets. After her husband passed, it took nearly 18 months to get the estate settled and now she needs to determine the future of her estate. In other words, when something happens to her, which of her children will be...

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Understanding the FAFSA

It’s Matt from AskForMatt.com again, and today, I had a client call me asking about FAFSA, or the Free Application for Federal Student Aid. Immediately, I thought how this would make a great topic for blogging! “My son’s getting ready to go to college,” she said. “And filling this out is night and day difference from when he graduated from high school.” See, her son...

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Business Planning

Hello again! It’s Matt from AskForMatt.com, and this morning, I had a client call me. He told me that his son wants to start a business, so I asked him what his son’s business plan looked like. “Hmmm. Not sure he has one. What is that?” That got me thinking…how many businesses actually have a thought out and written out business plan? If you’re looking...

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An Education in Education

Matt from AskForMatt.com here, and my wife and I are parents of two young children, the oldest of which has just started pre-school. Not only is he getting an education, WE’RE getting one, too! But our education is in fundraising for schools and local non-profits. It seems the cost of things are constantly rising. They are out pacing our monthly budgets. Do they not know...

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