Mathis Wealth Management

06/17/2026

The first five to ten years of retirement set the tone for everything that follows. Market downturns early in retirement have outsized impact on longevity because you're drawing from a declining portfolio.

Focus on tax efficiency, strategic withdrawal sequencing, and managing market risk during these critical years. The withdrawals you take early compound over decades, so timing and strategy matter tremendously. Work with an advisor to plan early retirement years thoughtfully.

06/15/2026

The sale of your business is just the beginning. A clear transition plan is essential to preserve value, reduce employee turnover, and maintain customer confidence during the handoff. Work with the buyer to transfer knowledge about company culture, customer relationships, and your position in the marketplace. Key employee introductions and stakeholder communications matter tremendously. Many buyers appreciate when sellers stay on for a transition period, often consulting for a fee. Invest time in a smooth handoff.

Read more from Cameron Mathis: https://mathiswealth.com/preparing-to-sell-your-business-roadmap/

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

06/10/2026

Blended families, unmarried partners, and non-traditional households all need thoughtful estate plans.

Modern estate planning goes beyond a will. Consider who makes healthcare decisions, who inherits what, and how to minimize family conflict. If you have minor children, guardianship decisions matter. For blended families, clear instructions about your intentions protect everyone. Your plan should reflect your values and family structure.

Work with an estate planning attorney who understands the complexity of your situation.

06/08/2026

A special needs trust allows you to provide for a disabled family member while preserving their eligibility for Medicaid and SSI benefits. Unlike other trusts, assets in an SNT are not counted against benefit thresholds. The trustee can disburse funds for education, recreation, medical expenses, and quality-of-life enhancements without jeopardizing government support. This is powerful planning for families with disabled or medically impaired members.

Consult with your financial planner and estate planning attorney to set up an SNT tailored to your family's needs.

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.