Matles & Associates, Inc.

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Matles & Associates, Inc. Matles & Associates was founded in 1998 and has developed a reputation with clients and vendors alik

11/02/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/30/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
10/26/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Ever wonder about those free credit scores you get once a year?
10/23/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
10/21/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

10/19/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/16/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
10/14/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/14/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/12/2026

Learn more about whether you need to pay estimated taxes.

Address

Orange, CA
92780

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+17147349700

Website

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