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

10/06/2026

Even if they saved the same amount.

10/01/2026

We're anticipating continued inflation, and the bond market seems to agree. Smart money on Wall Street suggests this trend will persist. What does this mean for you?

10/01/2026

A strong jobs report could signal more interest rate hikes from the Federal Reserve as they focus on controlling inflation. Conversely, a weaker report might suggest the need for economic stimulation.

09/30/2026

Adjustable rate mortgages aren't the only ones affected by rising interest rates. If you have credit cards or variable rates on anything, expect a tremendous impact on your budget. Those numbers matter.

09/30/2026

Prices are up, but for savers, this is actually a good time to be investing. Interest rates are significantly higher than in the COVID era, meaning you can earn more on treasuries and new bonds. For others, focus on controlling costs and shopping around for deals.

09/29/2026

Find the next layer in your Money Stack.

09/28/2026

Nearly half of Americans fear they won't retire comfortably. Planning early is key, even with a basic strategy. As retirement approaches, focus on healthcare costs, inflation, and rebalancing your portfolio. Diversify your investments across Roths, 401(k)s, and other vehicles for true tax diversification.

09/26/2026

Many seniors are struggling in poverty, especially as government benefits for the poor are reduced. For those who own a home, a reverse mortgage might be an option, or moving in with family could become necessary. It's an incredibly difficult and tight situation for many.

09/25/2026

Accumulating wealth can feel straightforward, but managing it in retirement is far more complex. Think of it like climbing Mount Everest – the descent is where most fatalities occur. Planning for Social Security, taxes, and long-term care becomes crucial as life changes.

09/24/2026

With life expectancies reaching 90-94, have you considered how much you'll need to live comfortably for that long? Inflation adds another layer of complexity. Don't run out of money.

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

Website

Alerts

Be the first to know and let us send you an email when Matthews Financial and Insurance Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category