Matthew Dean, Financial Services Professional, MassMutual

Matthew Dean, Financial Services Professional, MassMutual Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Matthew Dean, Financial Services Professional, MassMutual, Financial service, 4350 Congress Street Unit 300, Charlotte, NC.

06/08/2026

One of the most expensive financial mistakes isn't a bad decision.

It's avoiding a decision altogether.

I've found that people have a tendency to put off reviewing financial strategy for years.

Not because they don't care, but because everything feels fine right now.

The challenge is that financial planning isn't about solving today's problems. It's about preparing for future possibilities.

The best time to evaluate a plan is when nothing is wrong.

What is one financial decision you've been avoiding that future you would thank you for making today?

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
06/03/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

Today we honor the bravery of those who gave the ultimate sacrifice for our freedom.
05/25/2026

Today we honor the bravery of those who gave the ultimate sacrifice for our freedom.

What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how ladderi...
05/21/2026

What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how laddering may fit in.

Laddering life insurance means buying different kinds of policies at varying lengths and times to serve specific functions and address particular risks.

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that...
05/20/2026

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that you can be confident of.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these serve as good reminders to check in with your clients and make sure their life insurance protection and long-term strategy still matches the life they’re building.

05/18/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

Help your child or grandchild achieve their dreams and realize their financial goals with whole life insurance.  Contact...
05/15/2026

Help your child or grandchild achieve their dreams and realize their financial goals with whole life insurance. Contact me today to discuss how you can give your loved ones the gift of a lifetime.

05/14/2026

A common misconception I hear is, “I have a disability policy through work, so I'm covered.”

Unfortunately, many employer policies only cover a portion of income, and often may not fully cover your financial responsibilities if an illness or injury prevents you from working.

Many people don’t review their coverage in detail and may overlook potential gaps.

Disability insurance is about protecting your most valuable asset, your ability to produce income. Your family's stability and long term goals are worth protecting.

If you're not sure where your coverage stands, it's worth taking the time to review it and know where potential gaps could exist.

Address

4350 Congress Street Unit 300
Charlotte, NC
28209

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