Matthews Financial and Insurance Solutions

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Matthews Financial and Insurance Solutions Matthews Financial & Insurance Solutions is an insurance and Retirement Planning firm. We provide, life, health, income protection and long term care insurance.

Matthews Financial & Insurance Solutions is insurance and retirement planning firm located in the San Francisco Bay area. We also; provide retirement planning for individuals and small businesses

10/15/2026

Understanding your 401k and other retirement accounts is key. We break down the best ways to manage your funds for a secure future, including when *not* to move them. Get ready for retirement, one smart decision at a time.

10/14/2026

As you get closer to retirement, it's time to rethink your investment strategy. Many start with aggressive growth stocks in tech and AI. But when should you transition that money into bonds?

10/13/2026

Meet the Retirement Red Zone.

10/13/2026

As you age, gradually shifting retirement funds from stocks to bonds becomes crucial. Your focus should change from account growth to consistent income generation. Certain bond accounts can help, with municipal bonds offering tax advantages for those in higher tax brackets.

10/12/2026

As retirement approaches, focus on replacing your income to maintain your lifestyle. Consider healthcare and tax implications too. Start planning these crucial steps 5 years before you leave your job.

10/11/2026

Retiring soon? Key considerations include replacing your income, health insurance costs, and tax implications. Planning starts 5 years out, especially for healthcare premiums which can range from $1100-$1400 monthly. Explore Health Savings Accounts and Roth conversions to optimize your financial future. As you age, shift your investment mindset from wealth accumulation to income generation, considering municipal bonds for tax advantages in higher brackets.

10/10/2026

Thinking about retiring before 65? Don't forget healthcare! Premiums alone can cost $1,100-$1,400 monthly. Consider maximizing your HSA and Roth conversions to manage these expenses and potentially qualify for premium tax credits. Planning ahead is crucial as retirement nears.

10/06/2026

Even if they saved the same amount.

10/01/2026

We're anticipating continued inflation, and the bond market seems to agree. Smart money on Wall Street suggests this trend will persist. What does this mean for you?

10/01/2026

A strong jobs report could signal more interest rate hikes from the Federal Reserve as they focus on controlling inflation. Conversely, a weaker report might suggest the need for economic stimulation.

Address

2100 Embarcadero #105
Oakland, CA
94606

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 6pm
Sunday 8am - 8pm

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