Money Matters of America, Inc

Money Matters of America, Inc Financial planning, investment management, retirement income planning.

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

One way to connect with older clients is to tell them about benefits that are right for the season.
08/16/2024

One way to connect with older clients is to tell them about benefits that are right for the season.

The answer is long-term planning, but if you, like so many other retirees and others approaching retirement, have planni...
08/09/2024

The answer is long-term planning, but if you, like so many other retirees and others approaching retirement, have planning gaps, here’s what you can do.

7 Things to Know About Social Security and Taxes
08/02/2024

7 Things to Know About Social Security and Taxes

The interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.

How to invest in your 20s: 7 tips to get started - Fortune
04/15/2023

How to invest in your 20s: 7 tips to get started - Fortune

Investing as a young adult is one of the most important things you can do to prepare for your future.

4 Ways to Promote Positive Mental Wellness in Your Workplace
04/10/2023

4 Ways to Promote Positive Mental Wellness in Your Workplace

Why attention to self and employee mental wellness impacts your company's success, plus four ways to improve mental wellness outcomes.

How To Motivate Yourself To Workout With These Simple Tips
04/08/2023

How To Motivate Yourself To Workout With These Simple Tips

Trying to motivate yourself to exercise can be challenging. Follow these tips to find ways to get physical activity. Discover more...

Retirement Comparison: Why Women Have Less Savings Than Men
04/01/2023

Retirement Comparison: Why Women Have Less Savings Than Men

Societal and mental roadblocks are leaving women unprepared.

“Is My Money Safe?” Real Answers For What’s Happening At U.S. Banks
03/30/2023

“Is My Money Safe?” Real Answers For What’s Happening At U.S. Banks

If you've recently Googled the question: “Is my money safe?” you’re not alone. Searches have spiked sky-high since the failure of Silicon Valley Bank

How the FDIC Protects Your Money After a Bank Run
03/27/2023

How the FDIC Protects Your Money After a Bank Run

After two bank failures, the regulatory agency intervened to keep additional bank runs from occurring.

Financial Literacy: 10 Ways to Improve It
03/16/2023

Financial Literacy: 10 Ways to Improve It

Tim Pawlenty, president and CEO of Financial Services Round Table and former governor of Minnesota, once said, “Financial literacy is an important part of avoiding financial mistakes and planning for...

Next Avenue: Your 401(k) isn’t a college fund. Here’s a guide to paying for your kid’s education without sacrificing ret...
03/12/2023

Next Avenue: Your 401(k) isn’t a college fund. Here’s a guide to paying for your kid’s education without sacrificing retirement.

Are you prioritizing your child’s college fund over your retirement savings? Big mistake.

What to look for in a disability insurance policy
03/09/2023

What to look for in a disability insurance policy

Income protection insurance will keep your paycheck working, even when you can’t. Here are five key features of an individual disability insurance policy that can protect you and your family.

Address

1792 Bell Tower Lane
Weston, FL
33326

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19544231936

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