Mathis Wealth Management

06/03/2026

Young Families: Your first financial milestones don't need to be overwhelming. Start with one emergency fund of three to six months of expenses. Open a 529 plan for education savings, even with small contributions. Pay down high-interest debt while building retirement savings. Set clear goals for major purchases like a home.

These simple, doable steps create momentum and confidence. You don't need to do everything at once; focus on what matters to your family's future.

06/02/2026

Higher education costs and other schooling expenses are headed higher. But financial advisor Cameron Mathis shares creative methods that go beyond the 529 plan.

Higher education costs are rising. Explore creative methods for handling college funding and other education costs beyond traditional 529 plans.

05/11/2026

These days, online safety and digital security is top-of-mind, but it’s also important to secure and organize certain hard-copy records and documents. Financial Advisor Brock Redondo provides a helpful reference.

Online safety and digital security is top-of-mind, but it’s also important to secure and organize certain hard-copy records and documents.

05/04/2026

Especially for small business owners with a majority of their net worth tied up in the company, having in place a multi-year plan leading up to and continuing after the sale can help to ensure a transaction that meets the needs of the seller, the buyer, the ongoing enterprise, and its customers and stakeholders.

Learn about the tax, valuation, and succession steps business owners should take in the years before selling a business.

04/29/2026

Digital organization is crucial for strengthening your financial plan. When your important documents, passwords, account information, and estate planning materials are organized and accessible, you reduce stress during emergencies and make it easier for advisors to serve you well.

Create a secure digital vault for wills, trusts, insurance policies, and account statements. Share access instructions with your spouse or trusted family members. This simple step protects your family and allows your financial plan to function as intended when it matters most.

Online safety and digital security is top-of-mind, but it’s also important to secure and organize certain hard-copy records and documents.

04/27/2026

Why partner with Mathis? Because you will always come first. We take your trust seriously and look for opportunities to add value through proactive planning. We see ourselves not just as guides but as invested partners in your financial journey.

We believe in seeing beyond the numbers and focusing on your life's goals. People matter, and what matters most to them is made possible by wise investments that grow over time. We take the reins so you can enjoy the ride.

04/22/2026

What to do before selling your business: Plan for the tax impact and timing.

The sale of your business is likely the largest financial event of your life, and the tax consequences can be significant. Work with your tax and financial advisors well in advance to explore strategies like installment sales, charitable giving, or qualified small business stock exclusions. Timing the sale to align with lower-income years or spreading proceeds across tax years can save substantial amounts.

04/21/2026

Those with adult children who have special needs face some special financial planning challenges. Financial planner Cameron Mathis offers some helpful insights and information about tools and resources.

Explore key financial planning tools that can be used to support adult children who have long-term care and other special needs.

04/20/2026

Our investment management goes beyond picking stocks. We start with your goals and risk tolerance, then build a portfolio designed specifically for you using research-based strategies. We focus on tax efficiency, balancing risk and reward, and avoiding unnecessary risk while capturing genuine opportunities.

Through financial forecasting and modeling, we help you see how your investments support the life you want to live. This is not about chasing returns, but about creating a thoughtful strategy that aligns with your values and adapts as your life changes.

04/15/2026

What to do before selling your business: Streamline operations and document everything.

Buyers want to see a business that runs smoothly without constant owner involvement. Create clear processes, train your team, and document systems so operations continue seamlessly during transition. Organized financial records, vendor contracts, and standard operating procedures make due diligence easier and demonstrate that your business is built to last.