Matthews Financial and Insurance Solutions

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

06/02/2026

A forgotten form can override your will.

06/02/2026

Thinking about changing jobs or retiring? Jason Matthews shares crucial steps for managing your 401k and IRA accounts. Don't miss these essential financial tips.

This weekend we hosted our Tax-Smart Retirement Brunch: an exclusive client and guest event focused on one important que...
06/01/2026

This weekend we hosted our Tax-Smart Retirement Brunch: an exclusive client and guest event focused on one important question:

What is your tax return telling you about retirement?

We discussed how retirement income, Social Security, Medicare, charitable giving, estate planning, investments, and taxes all connect.

A few key takeaways:

Tax preparation looks backward.
Tax planning looks forward.
Retirement planning brings it all together.

We also talked about common planning opportunities people often miss, including tax drag from “dead money,” Qualified Charitable Distributions, Roth conversion planning, RMDs, and strategies for people who are tired of being landlords but still want passive income.

Thank you to everyone who attended, asked great questions, and made the conversation meaningful.

If you are retired or within 10 years of retirement, this is the time to make sure your tax return, retirement income plan, investments, and estate plan are working together.

SocialSecurityPlanning RetirementIncome MatthewsFinancial QualityOfLifePlanning BayAreaFinancialAdvisor

06/01/2026

Hitting age 73? Uncle Sam wants his share from your 401k. Learn about Required Minimum Distributions (RMDs) and how they can impact your taxes, especially if you're still working. Discover strategies like rolling over your IRA or making qualified charitable donations to manage these mandatory withdrawals.

05/31/2026

Pulling money out of your IRA before age 59 and a half? You could be facing nearly 50% in taxes and penalties. This is the most common and costly error people make.

05/30/2026

Changing jobs means making a choice about your old 401ks. You can roll them into one IRA, move them to your new employer's plan, or keep them separate. Compare fees and investment options to decide what's best for you. Don't lose track of your hard-earned money!

05/29/2026

Ensure your beneficiaries are always up to date on retirement accounts, pension plans, and all other assets. Review your trust and estate plan every 2-3 years or after major life events like marriage, divorce, or new children.

05/28/2026

Worried about property taxes and capital gains when inheriting a home? In California, living in the inherited property can keep your parents' lower property tax rate. Without living there, a reassessment may occur. You also get a 'step-up in basis' on the day of death, resetting capital gains. After about 2 years of living there, you might be able to rent it out and keep the old tax value.

05/28/2026

See what a century of investing history shows.

05/27/2026

Can a scribbled note be a valid will? While technically possible, wills are public documents, opening the door for 'vultures.' Your assets might still go through probate, unlike with a trust. Trusts offer more privacy and better protection for your home. Remember to designate beneficiaries for your retirement accounts.

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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